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GYL Financial Synergies’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

GYL Financial Synergies’s Portfolio SCHE Stock Details SCHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$1.96M Buy
67,217
+3,380
+5% +$91.5K 0.15% 134
2024
Q2 		$1.7M Buy
63,837
+13,307
+26% +$347K 0.13% 139
2024
Q1 		$1.28M Buy
50,530
+3,506
+7% +$86.2K 0.1% 164
2023
Q4 		$1.17M Buy
47,024
+2,182
+5% +$52.5K 0.1% 173
2023
Q3 		$1.07M Buy
44,842
+1,606
+4% +$39.8K 0.1% 169
2023
Q2 		$1.06M Buy
43,236
+1,533
+4% +$37.5K 0.1% 172
2023
Q1 		$1.02M Sell
41,703
-13,611
-25% -$337K 0.12% 127
2022
Q4 		$1.31M Sell
55,314
-8,686
-14% -$202K 0.28% 53
2022
Q3 		$1.43M Buy
64,000
+11,560
+22% +$286K 0.39% 38
2022
Q2 		$1.33M Sell
52,440
-274
-0.5% -$7.16K 0.36% 43
2022
Q1 		$1.46M Sell
52,714
-282
-0.5% -$8.16K 0.35% 37
2021
Q4 		$1.57M Sell
52,996
-1,014
-2% -$31K 0.42% 40
2021
Q3 		$1.65M Buy
54,010
+798
+1% +$24.9K 0.84% 23
2021
Q2 		$1.75M Sell
53,212
-653
-1% -$21.2K 0.9% 21
2021
Q1 		$1.71M Sell
53,865
-1,071
-2% -$34.9K 0.94% 21
2020
Q4 		$1.68M Sell
54,936
-1,029
-2% -$29.8K 0.97% 21
2020
Q3 		$1.5M Buy
55,965
+173
+0.3% +$4.62K 0.98% 21
2020
Q2 		$1.36M Buy
55,792
+11,004
+25% +$250K 0.98% 19
2020
Q1 		$927K Sell
44,788
-611
-1% -$15.3K 0.59% 33
2019
Q4 		$1.24M Buy
45,399
+912
+2% +$24K 0.55% 33
2019
Q3 		$1.12M Buy
44,487
+306
+0.7% +$7.79K 0.56% 38
2019
Q2 		$1.16M Buy
44,181
+11,696
+36% +$303K 0.61% 30
2019
Q1 		$845K Buy
+32,485
New +$823K 0.47% 43

Other funds holding SCHE

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

GYL Financial Synergies's SCHE Position: Q3 2024 in Review

GYL Financial Synergies increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 5.3% in Q3 2024, buying an estimated $91.5K and bringing the position to 67,217 shares worth $1.96M. The position accounts for 0.15% of the portfolio, ranked #134.

GYL Financial Synergies first reported a position in SCHE in Q1 2019 and has held it in 23 quarters since. 727 funds tracked by Wall St. Rank hold SCHE as of Q3 2024.

  • GYL Financial Synergies held 67,217 shares of Schwab Emerging Markets Equity ETF worth $1.96M as of Q3 2024.
  • GYL Financial Synergies bought 3,380 Schwab Emerging Markets Equity ETF shares in Q3 2024, an estimated $91.5K.
  • Schwab Emerging Markets Equity ETF made up 0.15% of GYL Financial Synergies's portfolio in Q3 2024, its #134 holding.
  • GYL Financial Synergies first reported a position in Schwab Emerging Markets Equity ETF in Q1 2019 and has held it in 23 quarters since.
  • 727 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.