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Prosperity Wealth Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Prosperity Wealth 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
Q4 		– Sell
-8,802
Closed -$257K – 234
2024
Q3 		$257K Buy
+8,802
New +$238K 0.1% 152

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HighTower Advisors
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SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Prosperity Wealth Management's SCHE Position: Q4 2024 in Review

Prosperity Wealth Management sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q4 2024, closing a stake of 8,802 shares — an estimated $257K sold.

Prosperity Wealth Management first reported a position in SCHE in Q3 2024 and held it in 1 quarter. The position peaked at $257K in Q3 2024. 758 funds tracked by Wall St. Rank hold SCHE as of Q4 2024.

  • Prosperity Wealth Management reported no remaining Schwab Emerging Markets Equity ETF position as of Q4 2024 after selling out during the quarter.
  • Prosperity Wealth Management sold 8,802 Schwab Emerging Markets Equity ETF shares in Q4 2024, an estimated $257K.
  • Prosperity Wealth Management first reported a position in Schwab Emerging Markets Equity ETF in Q3 2024 and held it in 1 quarter.
  • Prosperity Wealth Management's Schwab Emerging Markets Equity ETF position peaked at $257K in Q3 2024.
  • 758 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q4 2024.

Based on Prosperity Wealth Management's 13F filing for Q4 2024, filed 7 Feb 2025.