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

Liberty 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 Q2	–	Sell	-80,903	Closed	-$2.05M	–	225
2023 Q1	$2.05M	Buy	+80,903	New	+$2M	0.42%	49
2021 Q4	–	Sell	-219	Closed	-$7K	–	914
2021 Q3	$7K	Buy	219 +217	+10,850%	+$6.78K	﹤0.01%	891
2021 Q2	$0	Hold	2	–	–	﹤0.01%	1166
2021 Q1	$0	Hold	2	–	–	﹤0.01%	1030
2020 Q4	$0	Hold	2	–	–	﹤0.01%	1056
2020 Q3	$0	Sell	2 -142	-99%	-$3.79K	﹤0.01%	941
2020 Q2	$3K	Buy	144 +142	+7,100%	+$3.23K	﹤0.01%	705
2020 Q1	$0	Hold	2	–	–	﹤0.01%	978
2019 Q4	$0	Sell	2 -1,044	-100%	-$27.5K	﹤0.01%	957
2019 Q3	$26K	Buy	+1,046	New	+$26.6K	0.02%	355

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 $147B AUM 18.73% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

BCIM

Bishop & Co Investment Management Erie, Pennsylvania $292M AUM 14.59% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

SAG

SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return

Liberty Wealth Management's SCHE Position: Q2 2023 in Review

Liberty Wealth Management sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q2 2023, closing a stake of 80,903 shares — an estimated $2.05M sold.

Liberty Wealth Management first reported a position in SCHE in Q3 2019 and held it in 10 quarters. The position peaked at $2.05M in Q1 2023. 705 funds tracked by Wall St. Rank hold SCHE as of Q2 2023.

Liberty Wealth Management reported no remaining Schwab Emerging Markets Equity ETF position as of Q2 2023 after selling out during the quarter.
Liberty Wealth Management sold 80,903 Schwab Emerging Markets Equity ETF shares in Q2 2023, an estimated $2.05M.
Liberty Wealth Management first reported a position in Schwab Emerging Markets Equity ETF in Q3 2019 and held it in 10 quarters.
Liberty Wealth Management's Schwab Emerging Markets Equity ETF position peaked at $2.05M in Q1 2023.
705 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2023.

Based on Liberty Wealth Management's 13F filing for Q2 2023, filed 10 Aug 2023.