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Macroview Investment Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Macroview Investment 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
Q4 		– Sell
-265
Closed -$7.72K – 450
2024
Q3 		$7.72K Buy
265
+1
+0.4% +$27 0.01% 325
2024
Q2 		$7.02K Buy
264
+5
+2% +$130 0.01% 324
2024
Q1 		$6.55K Hold
259
– – 0.01% 363
2023
Q4 		$6.43K Sell
259
-68
-21% -$1.64K 0.01% 361
2023
Q3 		$7.82K Buy
327
+76
+30% +$1.88K 0.01% 308
2023
Q2 		$6.18K Buy
251
+2
+0.8% +$49 0.01% 317
2023
Q1 		$6.12K Hold
249
– – 0.01% 301
2022
Q4 		$5.91K Buy
249
+5
+2% +$116 0.01% 301
2022
Q3 		$5K Hold
244
– – 0.01% 292
2022
Q2 		$6K Buy
244
+1
+0.4% +$26 0.01% 304
2022
Q1 		$7K Hold
243
– – 0.01% 296
2021
Q4 		$7K Buy
243
+5
+2% +$153 0.01% 265
2021
Q3 		$7K Buy
238
+2
+0.8% +$62 0.01% 265
2021
Q2 		$8K Buy
236
+4
+2% +$130 0.01% 202
2021
Q1 		$7K Buy
232
+1
+0.4% +$33 0.01% 186
2020
Q4 		$7K Buy
231
+4
+2% +$116 0.01% 169
2020
Q3 		$6K Hold
227
– – 0.01% 156
2020
Q2 		$6K Buy
227
+1
+0.4% +$23 0.01% 143
2020
Q1 		$5K Hold
226
– – 0.01% 146
2019
Q4 		$6K Buy
226
+5
+2% +$132 0.01% 158
2019
Q3 		$6K Buy
221
+1
+0.5% +$25 0.01% 159
2019
Q2 		$6K Buy
220
+36
+20% +$932 0.02% 161
2019
Q1 		$5K Buy
184
+1
+0.5% +$25 0.01% 180
2018
Q4 		$4K Buy
183
+4
+2% +$97 0.01% 175
2018
Q3 		$5K Hold
179
– – 0.02% 157
2018
Q2 		$5K Buy
179
+121
+209% +$3.33K 0.02% 156
2018
Q1 		$2K Buy
+58
New +$1.7K 0.01% 195

Other funds holding SCHE

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Macroview Investment Management's SCHE Position: Q4 2024 in Review

Macroview Investment Management sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q4 2024, closing a stake of 265 shares — an estimated $7.72K sold.

Macroview Investment Management first reported a position in SCHE in Q1 2018 and held it in 27 quarters. The position peaked at $8K in Q2 2021. 758 funds tracked by Wall St. Rank hold SCHE as of Q4 2024.

  • Macroview Investment Management reported no remaining Schwab Emerging Markets Equity ETF position as of Q4 2024 after selling out during the quarter.
  • Macroview Investment Management sold 265 Schwab Emerging Markets Equity ETF shares in Q4 2024, an estimated $7.72K.
  • Macroview Investment Management first reported a position in Schwab Emerging Markets Equity ETF in Q1 2018 and held it in 27 quarters.
  • Macroview Investment Management's Schwab Emerging Markets Equity ETF position peaked at $8K in Q2 2021.
  • 758 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q4 2024.

Based on Macroview Investment Management's 13F filing for Q4 2024, filed 31 Jan 2025.