M&R Capital Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

M&R Capital 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 Q3	$18.8K	Buy	646 +1	+0.2%	+$27	﹤0.01%	317
2024 Q2	$17.1K	Hold	645	–	–	﹤0.01%	312
2024 Q1	$16.3K	Sell	645 -20	-3%	-$491	﹤0.01%	320
2023 Q4	$16.5K	Buy	665 +22	+3%	+$529	﹤0.01%	342
2023 Q3	$15.4K	Hold	643	–	–	﹤0.01%	334
2023 Q2	$15.8K	Buy	+643	New	+$15.7K	﹤0.01%	342
2023 Q1	–	Sell	-170	Closed	-$4.02K	–	639
2022 Q4	$4.02K	Buy	170 +155	+1,033%	+$3.61K	﹤0.01%	431
2022 Q3	$0	Hold	15	–	–	﹤0.01%	452
2022 Q2	$0	Hold	15	–	–	﹤0.01%	451
2022 Q1	$0	Hold	15	–	–	﹤0.01%	449
2021 Q4	$0	Hold	15	–	–	﹤0.01%	430
2021 Q3	$0	Hold	15	–	–	﹤0.01%	432
2021 Q2	$0	Hold	15	–	–	﹤0.01%	433
2021 Q1	$0	Buy	+15	New	+$489	﹤0.01%	438

Other funds holding SCHE

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

SAG

SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

M&R Capital Management's SCHE Position: Q3 2024 in Review

M&R Capital Management increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 0.16% in Q3 2024, buying an estimated $27 and bringing the position to 646 shares worth $18.8K. The position accounts for ﹤0.01% of the portfolio, ranked #317.

M&R Capital Management first reported a position in SCHE in Q1 2021 and has held it in 14 quarters since. 727 funds tracked by Wall St. Rank hold SCHE as of Q3 2024.

M&R Capital Management held 646 shares of Schwab Emerging Markets Equity ETF worth $18.8K as of Q3 2024.
M&R Capital Management bought 1 Schwab Emerging Markets Equity ETF share in Q3 2024, an estimated $27.
Schwab Emerging Markets Equity ETF made up ﹤0.01% of M&R Capital Management's portfolio in Q3 2024, its #317 holding.
M&R Capital Management first reported a position in Schwab Emerging Markets Equity ETF in Q1 2021 and has held it in 14 quarters since.
727 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2024.

Based on M&R Capital Management's 13F filing for Q3 2024, filed 2 Oct 2024.