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

Imprint 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 Q1	$601K	Buy	+23,722	New	+$583K	0.15%	143

Other funds holding SCHE

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Imprint Wealth's SCHE Position: Q1 2024 in Review

Imprint Wealth opened a new position in Schwab Emerging Markets Equity ETF (SCHE) in Q1 2024: 23,722 shares worth $601K. The stake represents 0.15% of the portfolio and ranks #143 among its holdings.

727 funds tracked by Wall St. Rank hold SCHE as of Q1 2024.

Imprint Wealth held 23,722 shares of Schwab Emerging Markets Equity ETF worth $601K as of Q1 2024.
Schwab Emerging Markets Equity ETF was a new Imprint Wealth position in Q1 2024.
Schwab Emerging Markets Equity ETF made up 0.15% of Imprint Wealth's portfolio in Q1 2024, its #143 holding.
727 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2024.

Based on Imprint Wealth's 13F filing for Q1 2024, filed 10 May 2024.