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MassMutual Private Wealth & Trust’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

MassMutual Private Wealth & Trust’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
2020
Q1 		– Sell
-136
Closed -$4K – 781
2019
Q4 		$4K Sell
136
-177
-57% -$4.67K ﹤0.01% 721
2019
Q3 		$8K Buy
+313
New +$7.96K ﹤0.01% 631

Other funds holding SCHE

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

MassMutual Private Wealth & Trust's SCHE Position: Q1 2020 in Review

MassMutual Private Wealth & Trust sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q1 2020, closing a stake of 136 shares — an estimated $4K sold.

MassMutual Private Wealth & Trust first reported a position in SCHE in Q3 2019 and held it in 2 quarters. The position peaked at $8K in Q3 2019. 598 funds tracked by Wall St. Rank hold SCHE as of Q1 2020.

  • MassMutual Private Wealth & Trust reported no remaining Schwab Emerging Markets Equity ETF position as of Q1 2020 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 136 Schwab Emerging Markets Equity ETF shares in Q1 2020, an estimated $4K.
  • MassMutual Private Wealth & Trust first reported a position in Schwab Emerging Markets Equity ETF in Q3 2019 and held it in 2 quarters.
  • MassMutual Private Wealth & Trust's Schwab Emerging Markets Equity ETF position peaked at $8K in Q3 2019.
  • 598 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2020.

Based on MassMutual Private Wealth & Trust's 13F filing for Q1 2020, filed 15 May 2020.