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MFA Wealth Advisors’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

MFA Wealth Advisors’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
-1
Closed -$19 – 324
2024
Q3 		$19 Hold
1
– – ﹤0.01% 508
2024
Q2 		$17 Buy
+1
New +$26 ﹤0.01% 522
2020
Q3 		– Sell
-2,587
Closed -$63K – 180
2020
Q2 		$63K Buy
+2,587
New +$58.8K 0.04% 67
2020
Q1 		– Sell
-211,571
Closed -$5.8M – 57
2019
Q4 		$5.8M Buy
211,571
+5,798
+3% +$153K 4.21% 10
2019
Q3 		$5.17M Buy
205,773
+6,209
+3% +$158K 4.21% 10
2019
Q2 		$5.24M Buy
199,564
+1,984
+1% +$51.4K 3.94% 11
2019
Q1 		$5.14M Buy
197,580
+18,453
+10% +$468K 3.38% 12
2018
Q4 		$4.22M Buy
179,127
+7,730
+5% +$187K 4.23% 9
2018
Q3 		$4.12M Sell
171,397
-5,063
-3% -$131K 3.07% 10
2018
Q2 		$4.69M Buy
176,460
+19,878
+13% +$546K 3.08% 9
2018
Q1 		$4.33M Sell
156,582
-15,817
-9% -$463K 3.26% 9
2017
Q4 		$5.16M Buy
+172,399
New +$4.75M 3.51% 10

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

MFA Wealth Advisors's SCHE Position: Q4 2024 in Review

MFA Wealth Advisors sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q4 2024, closing a stake of 1 share — an estimated $19 sold.

MFA Wealth Advisors first reported a position in SCHE in Q4 2017 and held it in 12 quarters. The position peaked at $5.8M in Q4 2019. 758 funds tracked by Wall St. Rank hold SCHE as of Q4 2024.

  • MFA Wealth Advisors reported no remaining Schwab Emerging Markets Equity ETF position as of Q4 2024 after selling out during the quarter.
  • MFA Wealth Advisors sold 1 Schwab Emerging Markets Equity ETF share in Q4 2024, an estimated $19.
  • MFA Wealth Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q4 2017 and held it in 12 quarters.
  • MFA Wealth Advisors's Schwab Emerging Markets Equity ETF position peaked at $5.8M in Q4 2019.
  • 758 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q4 2024.

Based on MFA Wealth Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.