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New England Capital Financial Advisors’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

New England Capital Financial 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
Q2 		– Sell
-866
Closed -$21.2K – 430
2023
Q1 		$21.2K Hold
866
– – 0.02% 176
2022
Q4 		$22.5K Buy
+866
New +$20.2K 0.02% 174

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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
BCIM
Bishop & Co Investment Management Erie, Pennsylvania $325M AUM 17.11% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return

New England Capital Financial Advisors's SCHE Position: Q2 2023 in Review

New England Capital Financial Advisors sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q2 2023, closing a stake of 866 shares — an estimated $21.2K sold.

New England Capital Financial Advisors first reported a position in SCHE in Q4 2022 and held it in 2 quarters. The position peaked at $22.5K in Q4 2022. 705 funds tracked by Wall St. Rank hold SCHE as of Q2 2023.

  • New England Capital Financial Advisors reported no remaining Schwab Emerging Markets Equity ETF position as of Q2 2023 after selling out during the quarter.
  • New England Capital Financial Advisors sold 866 Schwab Emerging Markets Equity ETF shares in Q2 2023, an estimated $21.2K.
  • New England Capital Financial Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q4 2022 and held it in 2 quarters.
  • New England Capital Financial Advisors's Schwab Emerging Markets Equity ETF position peaked at $22.5K in Q4 2022.
  • 705 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2023.

Based on New England Capital Financial Advisors's 13F filing for Q2 2023, filed 2 Aug 2023.