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Heritage Wealth Management (Arizona)’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Heritage Wealth Management (Arizona)’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 		$5.3K Buy
224
+112
+100% +$2.61K ﹤0.01% 872
2022
Q3 		$3K Buy
112
+30
+37% +$741 ﹤0.01% 843
2022
Q2 		$2.08K Hold
82
– – ﹤0.01% 881
2022
Q1 		$2K Buy
+82
New +$2.37K ﹤0.01% 909
2021
Q3 		$2K Hold
54
– – ﹤0.01% 830
2021
Q2 		$2K Buy
+54
New +$1.75K ﹤0.01% 841

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

Heritage Wealth Management (Arizona)'s SCHE Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 100% in Q4 2022, buying an estimated $2.61K and bringing the position to 224 shares worth $5.3K. The position accounts for ﹤0.01% of the portfolio, ranked #872.

Heritage Wealth Management (Arizona) first reported a position in SCHE in Q2 2021 and has held it in 6 quarters since. 712 funds tracked by Wall St. Rank hold SCHE as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 224 shares of Schwab Emerging Markets Equity ETF worth $5.3K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 112 Schwab Emerging Markets Equity ETF shares in Q4 2022, an estimated $2.61K.
  • Schwab Emerging Markets Equity ETF made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #872 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Schwab Emerging Markets Equity ETF in Q2 2021 and has held it in 6 quarters since.
  • 712 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.