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

Integris Wealth Management’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
2023
Q4 		– Sell
-11,776
Closed -$282K – 94
2023
Q3 		$282K Sell
11,776
-11,362
-49% -$281K 0.09% 70
2023
Q2 		$570K Sell
23,138
-2,019
-8% -$49.3K 0.2% 40
2023
Q1 		$617K Buy
25,157
+993
+4% +$24.6K 0.23% 39
2022
Q4 		$572K Buy
+24,164
New +$562K 0.22% 39

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
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Integris Wealth Management's SCHE Position: Q4 2023 in Review

Integris Wealth Management sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q4 2023, closing a stake of 11,776 shares — an estimated $282K sold.

Integris Wealth Management first reported a position in SCHE in Q4 2022 and held it in 4 quarters. The position peaked at $617K in Q1 2023. 736 funds tracked by Wall St. Rank hold SCHE as of Q4 2023.

  • Integris Wealth Management reported no remaining Schwab Emerging Markets Equity ETF position as of Q4 2023 after selling out during the quarter.
  • Integris Wealth Management sold 11,776 Schwab Emerging Markets Equity ETF shares in Q4 2023, an estimated $282K.
  • Integris Wealth Management first reported a position in Schwab Emerging Markets Equity ETF in Q4 2022 and held it in 4 quarters.
  • Integris Wealth Management's Schwab Emerging Markets Equity ETF position peaked at $617K in Q1 2023.
  • 736 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q4 2023.

Based on Integris Wealth Management's 13F filing for Q4 2023, filed 9 Feb 2024.