Princeton Global Asset Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Princeton Global Asset 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
2024 Q3	–	Sell	-69	Closed	-$1.83K	–	710
2024 Q2	$1.83K	Buy	+69	New	+$1.8K	﹤0.01%	599
2023 Q1	–	Sell	-468	Closed	-$11K	–	615
2022 Q4	$11K	Buy	+468	New	+$10.9K	﹤0.01%	394
2021 Q4	–	Sell	-179	Closed	-$5K	–	540
2021 Q3	$5K	Hold	179	–	–	﹤0.01%	446
2021 Q2	$6K	Hold	179	–	–	﹤0.01%	452
2021 Q1	$6K	Hold	179	–	–	﹤0.01%	422
2020 Q4	$5K	Hold	179	–	–	﹤0.01%	428
2020 Q3	$5K	Hold	179	–	–	﹤0.01%	390
2020 Q2	$4K	Hold	179	–	–	﹤0.01%	467
2020 Q1	$4K	Hold	179	–	–	﹤0.01%	441
2019 Q4	$5	Hold	179	–	–	﹤0.01%	463
2019 Q3	$5K	Hold	179	–	–	﹤0.01%	318
2019 Q2	$5K	Hold	179	–	–	﹤0.01%	347
2019 Q1	$4K	Buy	+179	New	+$4.54K	﹤0.01%	319

Other funds holding SCHE

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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

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

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Princeton Global Asset Management's SCHE Position: Q3 2024 in Review

Princeton Global Asset Management sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q3 2024, closing a stake of 69 shares — an estimated $1.83K sold.

Princeton Global Asset Management first reported a position in SCHE in Q1 2019 and held it in 13 quarters. The position peaked at $11K in Q4 2022. 727 funds tracked by Wall St. Rank hold SCHE as of Q3 2024.

Princeton Global Asset Management reported no remaining Schwab Emerging Markets Equity ETF position as of Q3 2024 after selling out during the quarter.
Princeton Global Asset Management sold 69 Schwab Emerging Markets Equity ETF shares in Q3 2024, an estimated $1.83K.
Princeton Global Asset Management first reported a position in Schwab Emerging Markets Equity ETF in Q1 2019 and held it in 13 quarters.
Princeton Global Asset Management's Schwab Emerging Markets Equity ETF position peaked at $11K in Q4 2022.
727 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2024.

Based on Princeton Global Asset Management's 13F filing for Q3 2024, filed 29 Oct 2024.