Hill Investment Group Partners’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Hill Investment Group Partners’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 Q4	–	Sell	-17,993	Closed	-$479K	–	83
2024 Q3	$479K	Hold	17,993	–	–	0.07%	43
2024 Q2	$479K	Sell	17,993 -2	-0%	-$52	0.06%	43
2024 Q1	$454K	Buy	17,995 +1,269	+8%	+$31.2K	0.06%	44
2023 Q4	$415K	Hold	16,726	–	–	0.06%	43
2023 Q3	$400K	Hold	16,726	–	–	0.07%	47
2023 Q2	$412K	Sell	16,726 -482	-3%	-$11.8K	0.07%	42
2023 Q1	$422K	Buy	17,208 +482	+3%	+$11.9K	0.08%	44
2022 Q4	$396K	Sell	16,726 -2,755	-14%	-$64.1K	0.1%	44
2022 Q3	$436K	Hold	19,481	–	–	0.13%	36
2022 Q2	$494K	Buy	19,481 +1	+0%	+$26	0.14%	35
2022 Q1	$541K	Hold	19,480	–	–	0.18%	26
2021 Q4	$577K	Hold	19,480	–	–	0.34%	22
2021 Q3	$594K	Sell	19,480 -3	-0%	-$94	0.38%	20
2021 Q2	$641K	Buy	+19,483	New	+$632K	0.53%	17

Other funds holding SCHE

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

SAG

SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Hill Investment Group Partners's SCHE Position: Q4 2024 in Review

Hill Investment Group Partners sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q4 2024, closing a stake of 17,993 shares — an estimated $479K sold.

Hill Investment Group Partners first reported a position in SCHE in Q2 2021 and held it in 14 quarters. The position peaked at $641K in Q2 2021. 758 funds tracked by Wall St. Rank hold SCHE as of Q4 2024.

Hill Investment Group Partners reported no remaining Schwab Emerging Markets Equity ETF position as of Q4 2024 after selling out during the quarter.
Hill Investment Group Partners sold 17,993 Schwab Emerging Markets Equity ETF shares in Q4 2024, an estimated $479K.
Hill Investment Group Partners first reported a position in Schwab Emerging Markets Equity ETF in Q2 2021 and held it in 14 quarters.
Hill Investment Group Partners's Schwab Emerging Markets Equity ETF position peaked at $641K in Q2 2021.
758 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q4 2024.

Based on Hill Investment Group Partners's 13F filing for Q4 2024, filed 14 Feb 2025.