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

Intercontinental Wealth Advisors’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 Q2	$349K	Hold	14,150	–	–	0.08%	241
2023 Q1	$347K	Buy	14,150 +250	+2%	+$6.19K	0.09%	243
2022 Q4	$329K	Hold	13,900	–	–	0.1%	222
2022 Q3	$311K	Buy	13,900 +2,250	+19%	+$55.6K	0.1%	217
2022 Q2	$296K	Sell	11,650 -3,500	-23%	-$91.5K	0.08%	229
2022 Q1	$421K	Buy	15,150 +600	+4%	+$17.4K	0.1%	197
2021 Q4	$431K	Sell	14,550 -423	-3%	-$12.9K	0.09%	202
2021 Q3	$456K	Hold	14,973	–	–	0.11%	181
2021 Q2	$492K	Buy	+14,973	New	+$486K	0.1%	181

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 $171B AUM 24.68% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

BCIM

Bishop & Co Investment Management Erie, Pennsylvania $325M AUM 17.11% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

SAG

SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return

Intercontinental Wealth Advisors's SCHE Position: Q2 2023 in Review

Intercontinental Wealth Advisors held its Schwab Emerging Markets Equity ETF (SCHE) position steady in Q2 2023 at 14,150 shares worth $349K. The position accounts for 0.08% of the portfolio, ranked #241.

Intercontinental Wealth Advisors first reported a position in SCHE in Q2 2021 and has held it in 9 quarters since. The position peaked at $492K in Q2 2021. 705 funds tracked by Wall St. Rank hold SCHE as of Q2 2023.

Intercontinental Wealth Advisors held 14,150 shares of Schwab Emerging Markets Equity ETF worth $349K as of Q2 2023.
Intercontinental Wealth Advisors left its Schwab Emerging Markets Equity ETF share count unchanged in Q2 2023.
Schwab Emerging Markets Equity ETF made up 0.08% of Intercontinental Wealth Advisors's portfolio in Q2 2023, its #241 holding.
Intercontinental Wealth Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q2 2021 and has held it in 9 quarters since.
Intercontinental Wealth Advisors's Schwab Emerging Markets Equity ETF position peaked at $492K in Q2 2021.
705 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2023.

Based on Intercontinental Wealth Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.