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Newport Wealth Strategies’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Newport Wealth Strategies’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
Q2 		– Sell
-32,604
Closed -$1.04M – 115
2021
Q1 		$1.04M Buy
+32,604
New +$1.06M 0.64% 39

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Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM

Newport Wealth Strategies's SCHE Position: Q2 2021 in Review

Newport Wealth Strategies sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q2 2021, closing a stake of 32,604 shares — an estimated $1.04M sold.

Newport Wealth Strategies first reported a position in SCHE in Q1 2021 and held it in 1 quarter. The position peaked at $1.04M in Q1 2021. 694 funds tracked by Wall St. Rank hold SCHE as of Q2 2021.

  • Newport Wealth Strategies reported no remaining Schwab Emerging Markets Equity ETF position as of Q2 2021 after selling out during the quarter.
  • Newport Wealth Strategies sold 32,604 Schwab Emerging Markets Equity ETF shares in Q2 2021, an estimated $1.04M.
  • Newport Wealth Strategies first reported a position in Schwab Emerging Markets Equity ETF in Q1 2021 and held it in 1 quarter.
  • Newport Wealth Strategies's Schwab Emerging Markets Equity ETF position peaked at $1.04M in Q1 2021.
  • 694 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2021.

Based on Newport Wealth Strategies's 13F filing for Q2 2021, filed 8 Sep 2021.