Plante Moran Financial Advisors’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Plante Moran Financial Advisors’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
2024 Q2	–	Sell	-2,860	Closed	-$74.5K	–	864
2024 Q1	$72.2K	Buy	2,860 +2,146	+301%	+$52.7K	0.01%	289
2023 Q4	$17.7K	Buy	+714	New	+$17.2K	﹤0.01%	469
2023 Q1	–	Sell	-1,302	Closed	-$30.8K	–	889
2022 Q4	$30.8K	Buy	1,302 +1,245	+2,184%	+$29K	﹤0.01%	380
2022 Q3	$1K	Buy	+57	New	+$1.41K	﹤0.01%	828
2022 Q1	–	Sell	-560	Closed	-$17K	–	979
2021 Q4	$17K	Hold	560	–	–	﹤0.01%	598
2021 Q3	$17K	Hold	560	–	–	﹤0.01%	597
2021 Q2	$18K	Hold	560	–	–	﹤0.01%	580
2021 Q1	$18K	Buy	+560	New	+$18.2K	﹤0.01%	552
2020 Q1	–	Sell	-2,632	Closed	-$72K	–	820
2019 Q4	$72K	Sell	2,632 -12,109	-82%	-$319K	0.03%	267
2019 Q3	$370K	Buy	14,741 +14,377	+3,950%	+$366K	0.11%	106
2019 Q2	$10K	Sell	364 -385	-51%	-$9.97K	﹤0.01%	571
2019 Q1	$19K	Buy	749 +461	+160%	+$11.7K	0.01%	480
2018 Q4	$7K	Buy	288 +109	+61%	+$2.64K	﹤0.01%	554
2018 Q3	$5K	Buy	+179	New	+$4.64K	﹤0.01%	596

Other funds holding SCHE

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

SAG

SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Plante Moran Financial Advisors's SCHE Position: Q2 2024 in Review

Plante Moran Financial Advisors sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q2 2024, closing a stake of 2,860 shares — an estimated $74.5K sold.

Plante Moran Financial Advisors first reported a position in SCHE in Q3 2018 and held it in 14 quarters. The position peaked at $370K in Q3 2019. 721 funds tracked by Wall St. Rank hold SCHE as of Q2 2024.

Plante Moran Financial Advisors reported no remaining Schwab Emerging Markets Equity ETF position as of Q2 2024 after selling out during the quarter.
Plante Moran Financial Advisors sold 2,860 Schwab Emerging Markets Equity ETF shares in Q2 2024, an estimated $74.5K.
Plante Moran Financial Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q3 2018 and held it in 14 quarters.
Plante Moran Financial Advisors's Schwab Emerging Markets Equity ETF position peaked at $370K in Q3 2019.
721 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2024.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2024, filed 12 Aug 2024.