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

MinichMacGregor Wealth 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	-400	Closed	-$9.47K	–	541
2022 Q4	$9.47K	Buy	+400	New	+$9.31K	﹤0.01%	420
2018 Q4	–	Sell	-400	Closed	-$10K	–	435
2018 Q3	$10K	Hold	400	–	–	0.01%	316
2018 Q2	$10K	Hold	400	–	–	0.01%	306
2018 Q1	$11K	Hold	400	–	–	0.01%	296
2017 Q4	$11K	Hold	400	–	–	0.01%	291
2017 Q3	$10K	Hold	400	–	–	0.01%	289
2017 Q2	$9K	Hold	400	–	–	0.01%	293
2017 Q1	$9K	Hold	400	–	–	0.01%	293
2016 Q4	$8K	Hold	400	–	–	0.01%	297
2016 Q3	$9K	Hold	400	–	–	0.01%	282
2016 Q2	$8K	Hold	400	–	–	0.01%	290
2016 Q1	$8K	Sell	400 -600	-60%	-$11.3K	0.01%	279
2015 Q4	$25K	Buy	+1,000	New	+$21K	0.02%	148

Other funds holding SCHE

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $2.02B AUM

MinichMacGregor Wealth Management's SCHE Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q1 2023, closing a stake of 400 shares — an estimated $9.47K sold.

MinichMacGregor Wealth Management first reported a position in SCHE in Q4 2015 and held it in 13 quarters. The position peaked at $25K in Q4 2015. 694 funds tracked by Wall St. Rank hold SCHE as of Q1 2023.

MinichMacGregor Wealth Management reported no remaining Schwab Emerging Markets Equity ETF position as of Q1 2023 after selling out during the quarter.
MinichMacGregor Wealth Management sold 400 Schwab Emerging Markets Equity ETF shares in Q1 2023, an estimated $9.47K.
MinichMacGregor Wealth Management first reported a position in Schwab Emerging Markets Equity ETF in Q4 2015 and held it in 13 quarters.
MinichMacGregor Wealth Management's Schwab Emerging Markets Equity ETF position peaked at $25K in Q4 2015.
694 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.