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Mowery & Schoenfeld Wealth Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Mowery & Schoenfeld 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
2024
Q3 		– Sell
-3,341
Closed -$88.7K – 259
2024
Q2 		$88.7K Buy
+3,341
New +$87.1K 0.13% 66

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SAG
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Envestnet Asset Management
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Wealth Enhancement Advisory Services
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R
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MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's SCHE Position: Q3 2024 in Review

Mowery & Schoenfeld Wealth Management sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q3 2024, closing a stake of 3,341 shares — an estimated $88.7K sold.

Mowery & Schoenfeld Wealth Management first reported a position in SCHE in Q2 2024 and held it in 1 quarter. The position peaked at $88.7K in Q2 2024. 727 funds tracked by Wall St. Rank hold SCHE as of Q3 2024.

  • Mowery & Schoenfeld Wealth Management reported no remaining Schwab Emerging Markets Equity ETF position as of Q3 2024 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 3,341 Schwab Emerging Markets Equity ETF shares in Q3 2024, an estimated $88.7K.
  • Mowery & Schoenfeld Wealth Management first reported a position in Schwab Emerging Markets Equity ETF in Q2 2024 and held it in 1 quarter.
  • Mowery & Schoenfeld Wealth Management's Schwab Emerging Markets Equity ETF position peaked at $88.7K in Q2 2024.
  • 727 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2024.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q3 2024, filed 23 Oct 2024.