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Hamilton Wealth’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Hamilton Wealth’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
2022
Q4 		– Sell
-10,000
Closed -$224K – 102
2022
Q3 		$224K Sell
10,000
-11,749
-54% -$290K 0.09% 76
2022
Q2 		$552K Buy
+21,749
New +$568K 0.22% 39

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Hamilton Wealth's SCHE Position: Q4 2022 in Review

Hamilton Wealth sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q4 2022, closing a stake of 10,000 shares — an estimated $224K sold.

Hamilton Wealth first reported a position in SCHE in Q2 2022 and held it in 2 quarters. The position peaked at $552K in Q2 2022. 712 funds tracked by Wall St. Rank hold SCHE as of Q4 2022.

  • Hamilton Wealth reported no remaining Schwab Emerging Markets Equity ETF position as of Q4 2022 after selling out during the quarter.
  • Hamilton Wealth sold 10,000 Schwab Emerging Markets Equity ETF shares in Q4 2022, an estimated $224K.
  • Hamilton Wealth first reported a position in Schwab Emerging Markets Equity ETF in Q2 2022 and held it in 2 quarters.
  • Hamilton Wealth's Schwab Emerging Markets Equity ETF position peaked at $552K in Q2 2022.
  • 712 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q4 2022.

Based on Hamilton Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.