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Newbridge Financial Services Group’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Newbridge Financial Services Group’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
2021
Q4 		– Sell
-28
Closed -$1K – 1523
2021
Q3 		$1K Sell
28
-8
-22% -$250 ﹤0.01% 1307
2021
Q2 		$1K Sell
36
-326
-90% -$10.6K ﹤0.01% 1389
2021
Q1 		$12K Sell
362
-334
-48% -$10.9K 0.01% 852
2020
Q4 		$21K Buy
696
+407
+141% +$11.8K 0.02% 528
2020
Q3 		$8K Buy
+289
New +$7.72K 0.01% 731

Other funds holding SCHE

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Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM

Newbridge Financial Services Group's SCHE Position: Q4 2021 in Review

Newbridge Financial Services Group sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q4 2021, closing a stake of 28 shares — an estimated $1K sold.

Newbridge Financial Services Group first reported a position in SCHE in Q3 2020 and held it in 5 quarters. The position peaked at $21K in Q4 2020. 734 funds tracked by Wall St. Rank hold SCHE as of Q4 2021.

  • Newbridge Financial Services Group reported no remaining Schwab Emerging Markets Equity ETF position as of Q4 2021 after selling out during the quarter.
  • Newbridge Financial Services Group sold 28 Schwab Emerging Markets Equity ETF shares in Q4 2021, an estimated $1K.
  • Newbridge Financial Services Group first reported a position in Schwab Emerging Markets Equity ETF in Q3 2020 and held it in 5 quarters.
  • Newbridge Financial Services Group's Schwab Emerging Markets Equity ETF position peaked at $21K in Q4 2020.
  • 734 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q4 2021.

Based on Newbridge Financial Services Group's 13F filing for Q4 2021, filed 19 Jan 2022.