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Newman Dignan & Sheerar Inc’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Newman Dignan & Sheerar Inc’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
2022
Q3 		– Sell
-10,726
Closed -$272K – 190
2022
Q2 		$272K Buy
10,726
+37
+0.3% +$967 0.09% 158
2022
Q1 		$297K Sell
10,689
-811
-7% -$23.5K 0.06% 149
2021
Q4 		$341K Buy
11,500
+115
+1% +$3.51K 0.1% 144
2021
Q3 		$347K Sell
11,385
-155
-1% -$4.84K 0.1% 136
2021
Q2 		$379K Buy
11,540
+659
+6% +$21.4K 0.13% 128
2021
Q1 		$346K Buy
10,881
+1,567
+17% +$51K 0.13% 127
2020
Q4 		$285K Buy
9,314
+243
+3% +$7.05K 0.05% 135
2020
Q3 		$243K Sell
9,071
-368
-4% -$9.83K 0.1% 142
2020
Q2 		$251K Buy
+9,439
New +$214K 0.11% 128
2020
Q1 		– Sell
-9,132
Closed -$250K – 154
2019
Q4 		$250K Buy
9,132
+199
+2% +$5.25K 0.03% 146
2019
Q3 		$225K Sell
8,933
-1,184
-12% -$30.1K 0.11% 143
2019
Q2 		$265K Sell
10,117
-6,336
-39% -$164K 0.12% 150
2019
Q1 		$428K Sell
16,453
-1,198
-7% -$30.4K 0.17% 102
2018
Q4 		$415K Buy
17,651
+3,323
+23% +$80.5K 0.04% 103
2018
Q3 		$352K Sell
14,328
-1,850
-11% -$47.9K 0.15% 118
2018
Q2 		$419K Buy
16,178
+41
+0.3% +$1.13K 0.03% 110
2018
Q1 		$458K Buy
16,137
+2,306
+17% +$67.6K 0.23% 103
2017
Q4 		$386K Buy
13,831
+1,875
+16% +$51.7K 0.19% 115
2017
Q3 		$322K Buy
11,956
+655
+6% +$17.3K 0.17% 120
2017
Q2 		$281K Buy
11,301
+320
+3% +$7.87K 0.16% 131
2017
Q1 		$263K Buy
+10,981
New +$256K 0.12% 131
2016
Q4 		– Sell
-11,599
Closed -$267K – 149
2016
Q3 		$267K Buy
11,599
+408
+4% +$9.21K 0.17% 129
2016
Q2 		$238K Sell
11,191
-539
-5% -$11.1K 0.15% 137
2016
Q1 		$244K Sell
11,730
-339
-3% -$6.37K 0.18% 122
2015
Q4 		$235K Sell
12,069
-154
-1% -$3.23K 0.17% 127
2015
Q3 		$247K Sell
12,223
-3,812
-24% -$83.4K 0.16% 117
2015
Q2 		$394K Buy
16,035
+345
+2% +$8.83K 0.28% 93
2015
Q1 		$382K Buy
15,690
+44
+0.3% +$1.07K 0.27% 96
2014
Q4 		$374K Sell
15,646
-340
-2% -$8.5K 0.22% 96
2014
Q3 		$406K Buy
15,986
+346
+2% +$9.29K 0.31% 92
2014
Q2 		$407K Sell
15,640
-1,546
-9% -$39K 0.23% 94
2014
Q1 		$418K Sell
17,186
-29,349
-63% -$681K 0.3% 91
2013
Q4 		$1.15M Sell
46,535
-2,123
-4% -$53.3K 0.8% 38
2013
Q3 		$1.2M Sell
48,658
-826
-2% -$19.8K 0.93% 33
2013
Q2 		$1.16M Buy
+49,484
New +$1.23M 0.09% 31

Other funds holding SCHE

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 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 $1.78B AUM 13.07% 1-Year Est. Return

Newman Dignan & Sheerar Inc's SCHE Position: Q3 2022 in Review

Newman Dignan & Sheerar Inc sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q3 2022, closing a stake of 10,726 shares — an estimated $272K sold.

Newman Dignan & Sheerar Inc first reported a position in SCHE in Q2 2013 and held it in 35 quarters. The position peaked at $1.2M in Q3 2013. 677 funds tracked by Wall St. Rank hold SCHE as of Q3 2022.

  • Newman Dignan & Sheerar Inc reported no remaining Schwab Emerging Markets Equity ETF position as of Q3 2022 after selling out during the quarter.
  • Newman Dignan & Sheerar Inc sold 10,726 Schwab Emerging Markets Equity ETF shares in Q3 2022, an estimated $272K.
  • Newman Dignan & Sheerar Inc first reported a position in Schwab Emerging Markets Equity ETF in Q2 2013 and held it in 35 quarters.
  • Newman Dignan & Sheerar Inc's Schwab Emerging Markets Equity ETF position peaked at $1.2M in Q3 2013.
  • 677 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2022.

Based on Newman Dignan & Sheerar Inc's 13F filing for Q3 2022, filed 18 Oct 2022.