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

Long Island 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
2024
Q2 		– Sell
-9,188
Closed -$232K – 74
2024
Q1 		$232K Buy
9,188
+1
+0% +$25 0.16% 69
2023
Q4 		$228K Buy
+9,187
New +$221K 0.16% 70

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HighTower Advisors
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SAG
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Long Island Wealth Management's SCHE Position: Q2 2024 in Review

Long Island Wealth Management sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q2 2024, closing a stake of 9,188 shares — an estimated $232K sold.

Long Island Wealth Management first reported a position in SCHE in Q4 2023 and held it in 2 quarters. The position peaked at $232K in Q1 2024. 721 funds tracked by Wall St. Rank hold SCHE as of Q2 2024.

  • Long Island Wealth Management reported no remaining Schwab Emerging Markets Equity ETF position as of Q2 2024 after selling out during the quarter.
  • Long Island Wealth Management sold 9,188 Schwab Emerging Markets Equity ETF shares in Q2 2024, an estimated $232K.
  • Long Island Wealth Management first reported a position in Schwab Emerging Markets Equity ETF in Q4 2023 and held it in 2 quarters.
  • Long Island Wealth Management's Schwab Emerging Markets Equity ETF position peaked at $232K in Q1 2024.
  • 721 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2024.

Based on Long Island Wealth Management's 13F filing for Q2 2024, filed 15 Aug 2024.