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

Impact Partnership 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
2024
Q2 		– Sell
-844
Closed -$21.3K – 589
2024
Q1 		$21.3K Hold
844
– – 0.01% 379
2023
Q4 		$20.9K Sell
844
-31
-4% -$745 0.01% 412
2023
Q3 		$20.9K Buy
875
+844
+2,723% +$20.9K 0.01% 487
2023
Q2 		$764 Buy
+31
New +$758 ﹤0.01% 829

Other funds holding SCHE

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Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
HighTower Advisors
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Impact Partnership Wealth's SCHE Position: Q2 2024 in Review

Impact Partnership Wealth sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q2 2024, closing a stake of 844 shares — an estimated $21.3K sold.

Impact Partnership Wealth first reported a position in SCHE in Q2 2023 and held it in 4 quarters. The position peaked at $21.3K in Q1 2024. 721 funds tracked by Wall St. Rank hold SCHE as of Q2 2024.

  • Impact Partnership Wealth reported no remaining Schwab Emerging Markets Equity ETF position as of Q2 2024 after selling out during the quarter.
  • Impact Partnership Wealth sold 844 Schwab Emerging Markets Equity ETF shares in Q2 2024, an estimated $21.3K.
  • Impact Partnership Wealth first reported a position in Schwab Emerging Markets Equity ETF in Q2 2023 and held it in 4 quarters.
  • Impact Partnership Wealth's Schwab Emerging Markets Equity ETF position peaked at $21.3K in Q1 2024.
  • 721 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2024.

Based on Impact Partnership Wealth's 13F filing for Q2 2024, filed 2 Aug 2024.