M&T Bank’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

M&T Bank’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	-9,579	Closed	-$236K	–	1659
2023 Q2	$236K	Sell	9,579 -1,414	-13%	-$34.6K	﹤0.01%	1399
2023 Q1	$270K	Buy	+10,993	New	+$272K	﹤0.01%	1349
2022 Q3	–	Sell	-11,703	Closed	–	–	1664
2022 Q2	$0	Buy	+11,703	New	+$306K	﹤0.01%	1690
2021 Q1	–	Sell	-9,820	Closed	-$301K	–	1693
2020 Q4	$301K	Sell	9,820 -1,307	-12%	-$37.9K	﹤0.01%	1336
2020 Q3	$298K	Buy	11,127 +222	+2%	+$5.93K	﹤0.01%	1235
2020 Q2	$266K	Buy	10,905 +1,052	+11%	+$23.9K	﹤0.01%	1251
2020 Q1	$204K	Buy	+9,853	New	+$246K	﹤0.01%	1320

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

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

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

M&T Bank's SCHE Position: Q3 2023 in Review

M&T Bank sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q3 2023, closing a stake of 9,579 shares — an estimated $236K sold.

M&T Bank first reported a position in SCHE in Q1 2020 and held it in 7 quarters. The position peaked at $301K in Q4 2020. 673 funds tracked by Wall St. Rank hold SCHE as of Q3 2023.

M&T Bank reported no remaining Schwab Emerging Markets Equity ETF position as of Q3 2023 after selling out during the quarter.
M&T Bank sold 9,579 Schwab Emerging Markets Equity ETF shares in Q3 2023, an estimated $236K.
M&T Bank first reported a position in Schwab Emerging Markets Equity ETF in Q1 2020 and held it in 7 quarters.
M&T Bank's Schwab Emerging Markets Equity ETF position peaked at $301K in Q4 2020.
673 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2023.

Based on M&T Bank's 13F filing for Q3 2023, filed 2 Nov 2023.