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Leading Edge Financial Planning’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Leading Edge Financial 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
Q3 		– Sell
-8,906
Closed -$219K – 72
2023
Q2 		$219K Sell
8,906
-2,692
-23% -$65.8K 0.14% 61
2023
Q1 		$284K Sell
11,598
-66
-0.6% -$1.64K 0.21% 51
2022
Q4 		$276K Buy
+11,664
New +$271K 0.24% 54

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
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
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return

Leading Edge Financial Planning's SCHE Position: Q3 2023 in Review

Leading Edge Financial Planning sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q3 2023, closing a stake of 8,906 shares — an estimated $219K sold.

Leading Edge Financial Planning first reported a position in SCHE in Q4 2022 and held it in 3 quarters. The position peaked at $284K in Q1 2023. 673 funds tracked by Wall St. Rank hold SCHE as of Q3 2023.

  • Leading Edge Financial Planning reported no remaining Schwab Emerging Markets Equity ETF position as of Q3 2023 after selling out during the quarter.
  • Leading Edge Financial Planning sold 8,906 Schwab Emerging Markets Equity ETF shares in Q3 2023, an estimated $219K.
  • Leading Edge Financial Planning first reported a position in Schwab Emerging Markets Equity ETF in Q4 2022 and held it in 3 quarters.
  • Leading Edge Financial Planning's Schwab Emerging Markets Equity ETF position peaked at $284K in Q1 2023.
  • 673 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2023.

Based on Leading Edge Financial Planning's 13F filing for Q3 2023, filed 25 Oct 2023.