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Life Planning Partners’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Life Planning Partners’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
2024
Q1 		– Sell
-2,466
Closed -$61.1K – 198
2023
Q4 		$61.1K Buy
+2,466
New +$59.3K 0.06% 97
2022
Q3 		$72.8K Buy
3,250
+923
+40% +$22.8K 0.08% 77
2022
Q2 		$59K Hold
2,327
– – 0.07% 83
2022
Q1 		$65K Hold
2,327
– – 0.07% 77
2021
Q4 		$69K Buy
+2,327
New +$71.1K 0.07% 77

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
Jane Street
Jane Street New York $777B AUM 61.18% 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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Life Planning Partners's SCHE Position: Q1 2024 in Review

Life Planning Partners sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q1 2024, closing a stake of 2,466 shares — an estimated $61.1K sold.

Life Planning Partners first reported a position in SCHE in Q4 2021 and held it in 5 quarters. The position peaked at $72.8K in Q3 2022. 727 funds tracked by Wall St. Rank hold SCHE as of Q1 2024.

  • Life Planning Partners reported no remaining Schwab Emerging Markets Equity ETF position as of Q1 2024 after selling out during the quarter.
  • Life Planning Partners sold 2,466 Schwab Emerging Markets Equity ETF shares in Q1 2024, an estimated $61.1K.
  • Life Planning Partners first reported a position in Schwab Emerging Markets Equity ETF in Q4 2021 and held it in 5 quarters.
  • Life Planning Partners's Schwab Emerging Markets Equity ETF position peaked at $72.8K in Q3 2022.
  • 727 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2024.

Based on Life Planning Partners's 13F filing for Q1 2024, filed 2 May 2024.