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

Laurel Wealth Planning’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
Q1 		– Sell
-284
Closed -$6.72K – 169
2022
Q4 		$6.72K Hold
284
– – ﹤0.01% 173
2022
Q3 		$6K Buy
+284
New +$7.02K ﹤0.01% 175

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM

Laurel Wealth Planning's SCHE Position: Q1 2023 in Review

Laurel Wealth Planning sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q1 2023, closing a stake of 284 shares — an estimated $6.72K sold.

Laurel Wealth Planning first reported a position in SCHE in Q3 2022 and held it in 2 quarters. The position peaked at $6.72K in Q4 2022. 694 funds tracked by Wall St. Rank hold SCHE as of Q1 2023.

  • Laurel Wealth Planning reported no remaining Schwab Emerging Markets Equity ETF position as of Q1 2023 after selling out during the quarter.
  • Laurel Wealth Planning sold 284 Schwab Emerging Markets Equity ETF shares in Q1 2023, an estimated $6.72K.
  • Laurel Wealth Planning first reported a position in Schwab Emerging Markets Equity ETF in Q3 2022 and held it in 2 quarters.
  • Laurel Wealth Planning's Schwab Emerging Markets Equity ETF position peaked at $6.72K in Q4 2022.
  • 694 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2023.

Based on Laurel Wealth Planning's 13F filing for Q1 2023, filed 18 Apr 2023.