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

KerberRose 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
2022 Q2	$260K	Buy	+10,232	New	+$267K	0.21%	92

Other funds holding SCHE

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

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

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

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

Hamilton Capital Columbus, Ohio $2.02B AUM

KerberRose Wealth Management's SCHE Position: Q2 2022 in Review

KerberRose Wealth Management opened a new position in Schwab Emerging Markets Equity ETF (SCHE) in Q2 2022: 10,232 shares worth $260K. The stake represents 0.21% of the portfolio and ranks #92 among its holdings.

719 funds tracked by Wall St. Rank hold SCHE as of Q2 2022.

KerberRose Wealth Management held 10,232 shares of Schwab Emerging Markets Equity ETF worth $260K as of Q2 2022.
Schwab Emerging Markets Equity ETF was a new KerberRose Wealth Management position in Q2 2022.
Schwab Emerging Markets Equity ETF made up 0.21% of KerberRose Wealth Management's portfolio in Q2 2022, its #92 holding.
719 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2022.

Based on KerberRose Wealth Management's 13F filing for Q2 2022, filed 11 Aug 2022.