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

Provence Wealth Management Group’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 		$5.55K Hold
224
– – ﹤0.01% 350
2023
Q3 		$5.36K Buy
+224
New +$5.55K ﹤0.01% 349

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 $103B AUM 28.65% 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 $424B AUM 22.96% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Provence Wealth Management Group's SCHE Position: Q4 2023 in Review

Provence Wealth Management Group held its Schwab Emerging Markets Equity ETF (SCHE) position steady in Q4 2023 at 224 shares worth $5.55K. The position accounts for ﹤0.01% of the portfolio, ranked #350.

Provence Wealth Management Group first reported a position in SCHE in Q3 2023 and has held it in 2 quarters since. 736 funds tracked by Wall St. Rank hold SCHE as of Q4 2023.

  • Provence Wealth Management Group held 224 shares of Schwab Emerging Markets Equity ETF worth $5.55K as of Q4 2023.
  • Provence Wealth Management Group left its Schwab Emerging Markets Equity ETF share count unchanged in Q4 2023.
  • Schwab Emerging Markets Equity ETF made up ﹤0.01% of Provence Wealth Management Group's portfolio in Q4 2023, its #350 holding.
  • Provence Wealth Management Group first reported a position in Schwab Emerging Markets Equity ETF in Q3 2023 and has held it in 2 quarters since.
  • 736 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q4 2023.

Based on Provence Wealth Management Group's 13F filing for Q4 2023, filed 6 Feb 2024.