New York Life Investment Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

New York Life Investment 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 Q2	–	Sell	-75,702	Closed	-$1.86M	–	1340
2023 Q1	$1.86M	Sell	75,702 -53,516	-41%	-$1.33M	0.02%	527
2022 Q4	$3.06M	Buy	129,218 +39,610	+44%	+$922K	0.04%	428
2022 Q3	$2.01M	Sell	89,608 -13,494	-13%	-$333K	0.02%	510
2022 Q2	$2.62M	Buy	+103,102	New	+$2.69M	0.03%	445

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

BCIM

Bishop & Co Investment Management Erie, Pennsylvania $325M AUM 17.11% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

SAG

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

New York Life Investment Management's SCHE Position: Q2 2023 in Review

New York Life Investment Management sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q2 2023, closing a stake of 75,702 shares — an estimated $1.86M sold.

New York Life Investment Management first reported a position in SCHE in Q2 2022 and held it in 4 quarters. The position peaked at $3.06M in Q4 2022. 705 funds tracked by Wall St. Rank hold SCHE as of Q2 2023.

New York Life Investment Management reported no remaining Schwab Emerging Markets Equity ETF position as of Q2 2023 after selling out during the quarter.
New York Life Investment Management sold 75,702 Schwab Emerging Markets Equity ETF shares in Q2 2023, an estimated $1.86M.
New York Life Investment Management first reported a position in Schwab Emerging Markets Equity ETF in Q2 2022 and held it in 4 quarters.
New York Life Investment Management's Schwab Emerging Markets Equity ETF position peaked at $3.06M in Q4 2022.
705 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2023.

Based on New York Life Investment Management's 13F filing for Q2 2023, filed 7 Aug 2023.