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O'Brien Wealth Partners’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

O'Brien Wealth Partners’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
Q4 		– Sell
-18,189
Closed -$407K – 61
2022
Q3 		$407K Buy
+18,189
New +$449K 0.17% 28

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O'Brien Wealth Partners's SCHE Position: Q4 2022 in Review

O'Brien Wealth Partners sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q4 2022, closing a stake of 18,189 shares — an estimated $407K sold.

O'Brien Wealth Partners first reported a position in SCHE in Q3 2022 and held it in 1 quarter. The position peaked at $407K in Q3 2022. 712 funds tracked by Wall St. Rank hold SCHE as of Q4 2022.

  • O'Brien Wealth Partners reported no remaining Schwab Emerging Markets Equity ETF position as of Q4 2022 after selling out during the quarter.
  • O'Brien Wealth Partners sold 18,189 Schwab Emerging Markets Equity ETF shares in Q4 2022, an estimated $407K.
  • O'Brien Wealth Partners first reported a position in Schwab Emerging Markets Equity ETF in Q3 2022 and held it in 1 quarter.
  • O'Brien Wealth Partners's Schwab Emerging Markets Equity ETF position peaked at $407K in Q3 2022.
  • 712 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q4 2022.

Based on O'Brien Wealth Partners's 13F filing for Q4 2022, filed 10 Feb 2023.