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Householder Group Estate & Retirement Specialist’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Householder Group Estate & Retirement Specialist’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
-541
Closed -$15K – 1077
2024
Q3 		$15K Hold
541
– – ﹤0.01% 751
2024
Q2 		$14K Hold
541
– – ﹤0.01% 751
2024
Q1 		$13.7K Buy
541
+121
+29% +$2.97K ﹤0.01% 748
2023
Q4 		$10K Hold
420
– – ﹤0.01% 769
2023
Q3 		$10.1K Buy
+420
New +$10.4K ﹤0.01% 788
2023
Q1 		$3K Buy
+124
New +$3.07K ﹤0.01% 1048

Other funds holding SCHE

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's SCHE Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q4 2024, closing a stake of 541 shares — an estimated $15K sold.

Householder Group Estate & Retirement Specialist first reported a position in SCHE in Q1 2023 and held it in 6 quarters. The position peaked at $15K in Q3 2024. 759 funds tracked by Wall St. Rank hold SCHE as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Schwab Emerging Markets Equity ETF position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 541 Schwab Emerging Markets Equity ETF shares in Q4 2024, an estimated $15K.
  • Householder Group Estate & Retirement Specialist first reported a position in Schwab Emerging Markets Equity ETF in Q1 2023 and held it in 6 quarters.
  • Householder Group Estate & Retirement Specialist's Schwab Emerging Markets Equity ETF position peaked at $15K in Q3 2024.
  • 759 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.