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

Moss Adams 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
2023
Q1 		– Sell
-1,381
Closed -$32.7K – 203
2022
Q4 		$32.7K Buy
+1,381
New +$32.1K 0.02% 132

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 $147B AUM 18.73% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
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

Moss Adams Wealth Advisors's SCHE Position: Q1 2023 in Review

Moss Adams Wealth Advisors sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q1 2023, closing a stake of 1,381 shares — an estimated $32.7K sold.

Moss Adams Wealth Advisors first reported a position in SCHE in Q4 2022 and held it in 1 quarter. The position peaked at $32.7K in Q4 2022. 694 funds tracked by Wall St. Rank hold SCHE as of Q1 2023.

  • Moss Adams Wealth Advisors reported no remaining Schwab Emerging Markets Equity ETF position as of Q1 2023 after selling out during the quarter.
  • Moss Adams Wealth Advisors sold 1,381 Schwab Emerging Markets Equity ETF shares in Q1 2023, an estimated $32.7K.
  • Moss Adams Wealth Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q4 2022 and held it in 1 quarter.
  • Moss Adams Wealth Advisors's Schwab Emerging Markets Equity ETF position peaked at $32.7K in Q4 2022.
  • 694 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2023.

Based on Moss Adams Wealth Advisors's 13F filing for Q1 2023, filed 20 Dec 2023.