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Peak Financial Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Peak Financial Management’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
2023
Q4 		– Sell
-8,492
Closed -$203K – 88
2023
Q3 		$203K Sell
8,492
-39,824
-82% -$986K 0.07% 72
2023
Q2 		$1.19M Sell
48,316
-5,569
-10% -$136K 0.42% 39
2023
Q1 		$1.32M Buy
53,885
+2,035
+4% +$50.4K 0.49% 34
2022
Q4 		$1.23M Buy
51,850
+2,660
+5% +$61.9K 0.48% 35
2022
Q3 		$1.1M Sell
49,190
-2,128
-4% -$52.6K 0.46% 34
2022
Q2 		$1.3M Buy
51,318
+3,306
+7% +$86.4K 0.5% 31
2022
Q1 		$1.33M Sell
48,012
-593
-1% -$17.2K 0.45% 37
2021
Q4 		$1.44M Buy
48,605
+6,676
+16% +$204K 0.47% 33
2021
Q3 		$1.28M Buy
41,929
+1,913
+5% +$59.8K 0.43% 33
2021
Q2 		$1.32M Buy
40,016
+1,175
+3% +$38.1K 0.45% 33
2021
Q1 		$1.23M Buy
38,841
+469
+1% +$15.3K 0.45% 34
2020
Q4 		$1.18M Buy
38,372
+3,101
+9% +$89.9K 0.44% 34
2020
Q3 		$944K Buy
35,271
+1,965
+6% +$52.5K 0.41% 35
2020
Q2 		$811K Sell
33,306
-1,502
-4% -$34.1K 0.38% 35
2020
Q1 		$720K Buy
34,808
+10,518
+43% +$263K 0.37% 34
2019
Q4 		$665K Sell
24,290
-132
-0.5% -$3.48K 0.28% 35
2019
Q3 		$614K Buy
24,422
+2,322
+11% +$59.1K 0.27% 34
2019
Q2 		$580K Buy
22,100
+250
+1% +$6.47K 0.26% 35
2019
Q1 		$568K Buy
21,850
+1,570
+8% +$39.8K 0.26% 34
2018
Q4 		$477K Buy
20,280
+730
+4% +$17.7K 0.23% 38
2018
Q3 		$503K Buy
19,550
+2,935
+18% +$76K 0.23% 33
2018
Q2 		$430K Buy
16,615
+7,085
+74% +$195K 0.2% 39
2018
Q1 		$274K Sell
9,530
-5,940
-38% -$174K 0.13% 44
2017
Q4 		$432K Buy
15,470
+2,555
+20% +$70.5K 0.16% 39
2017
Q3 		$348K Buy
12,915
+150
+1% +$3.97K 0.13% 39
2017
Q2 		$317K Buy
12,765
+535
+4% +$13.2K 0.12% 35
2017
Q1 		$293K Buy
12,230
+465
+4% +$10.8K 0.12% 36
2016
Q4 		$254K Buy
+11,765
New +$263K 0.11% 33

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 $147B AUM 18.73% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Peak Financial Management's SCHE Position: Q4 2023 in Review

Peak Financial Management sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q4 2023, closing a stake of 8,492 shares — an estimated $203K sold.

Peak Financial Management first reported a position in SCHE in Q4 2016 and held it in 28 quarters. The position peaked at $1.44M in Q4 2021. 736 funds tracked by Wall St. Rank hold SCHE as of Q4 2023.

  • Peak Financial Management reported no remaining Schwab Emerging Markets Equity ETF position as of Q4 2023 after selling out during the quarter.
  • Peak Financial Management sold 8,492 Schwab Emerging Markets Equity ETF shares in Q4 2023, an estimated $203K.
  • Peak Financial Management first reported a position in Schwab Emerging Markets Equity ETF in Q4 2016 and held it in 28 quarters.
  • Peak Financial Management's Schwab Emerging Markets Equity ETF position peaked at $1.44M in Q4 2021.
  • 736 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q4 2023.

Based on Peak Financial Management's 13F filing for Q4 2023, filed 18 Jan 2024.