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

Milestone Wealth’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
2022
Q3 		$4K Hold
188
– – ﹤0.01% 215
2022
Q2 		$5K Hold
188
– – 0.01% 205
2022
Q1 		$6K Hold
188
– – ﹤0.01% 226
2021
Q4 		$6K Buy
+188
New +$5.74K ﹤0.01% 226

Other funds holding SCHE

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $2.02B AUM

Milestone Wealth's SCHE Position: Q3 2022 in Review

Milestone Wealth held its Schwab Emerging Markets Equity ETF (SCHE) position steady in Q3 2022 at 188 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #215.

Milestone Wealth first reported a position in SCHE in Q4 2021 and has held it in 4 quarters since. The position peaked at $6K in Q1 2022. 677 funds tracked by Wall St. Rank hold SCHE as of Q3 2022.

  • Milestone Wealth held 188 shares of Schwab Emerging Markets Equity ETF worth $4K as of Q3 2022.
  • Milestone Wealth left its Schwab Emerging Markets Equity ETF share count unchanged in Q3 2022.
  • Schwab Emerging Markets Equity ETF made up ﹤0.01% of Milestone Wealth's portfolio in Q3 2022, its #215 holding.
  • Milestone Wealth first reported a position in Schwab Emerging Markets Equity ETF in Q4 2021 and has held it in 4 quarters since.
  • Milestone Wealth's Schwab Emerging Markets Equity ETF position peaked at $6K in Q1 2022.
  • 677 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2022.

Based on Milestone Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.