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Pasadena Private Wealth’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Pasadena Private Wealth’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
Q1 		– Sell
-132,290
Closed -$3.92M – 117
2021
Q4 		$3.92M Sell
132,290
-270
-0.2% -$8.25K 1.28% 18
2021
Q3 		$4.04M Buy
132,560
+7,234
+6% +$226K 1.41% 16
2021
Q2 		$4.12M Buy
125,326
+7,903
+7% +$256K 1.41% 20
2021
Q1 		$3.73M Buy
117,423
+1,916
+2% +$62.4K 1.35% 20
2020
Q4 		$3.54M Buy
+115,507
New +$3.35M 1.34% 18

Other funds holding SCHE

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 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
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Pasadena Private Wealth's SCHE Position: Q1 2022 in Review

Pasadena Private Wealth sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q1 2022, closing a stake of 132,290 shares — an estimated $3.92M sold.

Pasadena Private Wealth first reported a position in SCHE in Q4 2020 and held it in 5 quarters. The position peaked at $4.12M in Q2 2021. 718 funds tracked by Wall St. Rank hold SCHE as of Q1 2022.

  • Pasadena Private Wealth reported no remaining Schwab Emerging Markets Equity ETF position as of Q1 2022 after selling out during the quarter.
  • Pasadena Private Wealth sold 132,290 Schwab Emerging Markets Equity ETF shares in Q1 2022, an estimated $3.92M.
  • Pasadena Private Wealth first reported a position in Schwab Emerging Markets Equity ETF in Q4 2020 and held it in 5 quarters.
  • Pasadena Private Wealth's Schwab Emerging Markets Equity ETF position peaked at $4.12M in Q2 2021.
  • 718 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2022.

Based on Pasadena Private Wealth's 13F filing for Q1 2022, filed 21 Apr 2022.