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McElhenny Sheffield Capital Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

McElhenny Sheffield 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
2023
Q1 		– Sell
-462
Closed -$10.9K – 512
2022
Q4 		$10.9K Buy
+462
New +$10.8K 0.01% 326

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Charles Schwab
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM

McElhenny Sheffield Capital Management's SCHE Position: Q1 2023 in Review

McElhenny Sheffield Capital Management sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q1 2023, closing a stake of 462 shares — an estimated $10.9K sold.

McElhenny Sheffield Capital Management first reported a position in SCHE in Q4 2022 and held it in 1 quarter. The position peaked at $10.9K in Q4 2022. 694 funds tracked by Wall St. Rank hold SCHE as of Q1 2023.

  • McElhenny Sheffield Capital Management reported no remaining Schwab Emerging Markets Equity ETF position as of Q1 2023 after selling out during the quarter.
  • McElhenny Sheffield Capital Management sold 462 Schwab Emerging Markets Equity ETF shares in Q1 2023, an estimated $10.9K.
  • McElhenny Sheffield Capital Management first reported a position in Schwab Emerging Markets Equity ETF in Q4 2022 and held it in 1 quarter.
  • McElhenny Sheffield Capital Management's Schwab Emerging Markets Equity ETF position peaked at $10.9K in Q4 2022.
  • 694 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2023.

Based on McElhenny Sheffield Capital Management's 13F filing for Q1 2023, filed 13 Apr 2023.