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H&H Retirement Design & Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

H&H Retirement Design & Management’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
2023
Q1 		– Sell
-13,537
Closed -$348K – 83
2022
Q4 		$348K Sell
13,537
-6,946
-34% -$162K 0.29% 56
2022
Q3 		$447K Buy
20,483
+520
+3% +$12.8K 0.42% 42
2022
Q2 		$498K Buy
+19,963
New +$522K 0.36% 44

Other funds holding SCHE

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM

H&H Retirement Design & Management's SCHE Position: Q1 2023 in Review

H&H Retirement Design & Management sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q1 2023, closing a stake of 13,537 shares — an estimated $348K sold.

H&H Retirement Design & Management first reported a position in SCHE in Q2 2022 and held it in 3 quarters. The position peaked at $498K in Q2 2022. 694 funds tracked by Wall St. Rank hold SCHE as of Q1 2023.

  • H&H Retirement Design & Management reported no remaining Schwab Emerging Markets Equity ETF position as of Q1 2023 after selling out during the quarter.
  • H&H Retirement Design & Management sold 13,537 Schwab Emerging Markets Equity ETF shares in Q1 2023, an estimated $348K.
  • H&H Retirement Design & Management first reported a position in Schwab Emerging Markets Equity ETF in Q2 2022 and held it in 3 quarters.
  • H&H Retirement Design & Management's Schwab Emerging Markets Equity ETF position peaked at $498K in Q2 2022.
  • 694 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2023.

Based on H&H Retirement Design & Management's 13F filing for Q1 2023, filed 17 Apr 2023.