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Heritage Financial Services’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Heritage Financial Services’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
-10,548
Closed -$250K – 80
2022
Q4 		$250K Buy
+10,548
New +$246K 0.06% 68

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Heritage Financial Services's SCHE Position: Q1 2023 in Review

Heritage Financial Services sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q1 2023, closing a stake of 10,548 shares — an estimated $250K sold.

Heritage Financial Services first reported a position in SCHE in Q4 2022 and held it in 1 quarter. The position peaked at $250K in Q4 2022. 694 funds tracked by Wall St. Rank hold SCHE as of Q1 2023.

  • Heritage Financial Services reported no remaining Schwab Emerging Markets Equity ETF position as of Q1 2023 after selling out during the quarter.
  • Heritage Financial Services sold 10,548 Schwab Emerging Markets Equity ETF shares in Q1 2023, an estimated $250K.
  • Heritage Financial Services first reported a position in Schwab Emerging Markets Equity ETF in Q4 2022 and held it in 1 quarter.
  • Heritage Financial Services's Schwab Emerging Markets Equity ETF position peaked at $250K in Q4 2022.
  • 694 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2023.

Based on Heritage Financial Services's 13F filing for Q1 2023, filed 10 May 2023.