Nelson Capital Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Nelson Capital 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 Q3	–	Sell	-143,835	Closed	-$3.54M	–	96
2023 Q2	$3.54M	Sell	143,835 -3,396	-2%	-$83K	0.92%	37
2023 Q1	$3.61M	Sell	147,231 -5,657	-4%	-$140K	1.03%	38
2022 Q4	$3.62M	Sell	152,888 -87,466	-36%	-$2.04M	1.06%	39
2022 Q3	$5.38M	Sell	240,354 -8,235	-3%	-$203K	1.58%	22
2022 Q2	$6.31M	Buy	248,589 +241,279	+3,301%	+$6.3M	1.74%	18
2022 Q1	$203K	Buy	+7,310	New	+$212K	0.04%	102

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 $147B AUM 18.73% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SAG

SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return

Nelson Capital Management's SCHE Position: Q3 2023 in Review

Nelson Capital Management sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q3 2023, closing a stake of 143,835 shares — an estimated $3.54M sold.

Nelson Capital Management first reported a position in SCHE in Q1 2022 and held it in 6 quarters. The position peaked at $6.31M in Q2 2022. 673 funds tracked by Wall St. Rank hold SCHE as of Q3 2023.

Nelson Capital Management reported no remaining Schwab Emerging Markets Equity ETF position as of Q3 2023 after selling out during the quarter.
Nelson Capital Management sold 143,835 Schwab Emerging Markets Equity ETF shares in Q3 2023, an estimated $3.54M.
Nelson Capital Management first reported a position in Schwab Emerging Markets Equity ETF in Q1 2022 and held it in 6 quarters.
Nelson Capital Management's Schwab Emerging Markets Equity ETF position peaked at $6.31M in Q2 2022.
673 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2023.

Based on Nelson Capital Management's 13F filing for Q3 2023, filed 14 Nov 2023.