Rainsberger Wealth Advisors’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Rainsberger Wealth 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
2023 Q4	$6.54M	Sell	263,826 -30,074	-10%	-$723K	3.57%	9
2023 Q3	$7.04M	Buy	293,900 +7,346	+3%	+$182K	4.32%	6
2023 Q2	$7.06M	Buy	286,554 +14,343	+5%	+$350K	4.26%	7
2023 Q1	$6.67M	Buy	272,211 +8,883	+3%	+$220K	3.96%	6
2022 Q4	$6.23M	Sell	263,328 -18,355	-7%	-$427K	3.96%	6
2022 Q3	$6.31M	Buy	281,683 +12,324	+5%	+$305K	4.33%	5
2022 Q2	$6.84M	Buy	269,359 +12,858	+5%	+$336K	5%	4
2022 Q1	$7.12M	Buy	256,501 +18,920	+8%	+$548K	4.56%	6
2021 Q4	$7.04M	Buy	+237,581	New	+$7.26M	4.13%	7

Other funds holding SCHE

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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

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

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

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 Chicago, Illinois $374B AUM 17.66% 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

Rainsberger Wealth Advisors's SCHE Position: Q4 2023 in Review

Rainsberger Wealth Advisors reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 10% in Q4 2023, selling an estimated $723K and leaving 263,826 shares worth $6.54M. The position accounts for 3.57% of the portfolio, ranked #9.

Rainsberger Wealth Advisors first reported a position in SCHE in Q4 2021 and has held it in 9 quarters since. The position peaked at $7.12M in Q1 2022. 736 funds tracked by Wall St. Rank hold SCHE as of Q4 2023.

Rainsberger Wealth Advisors held 263,826 shares of Schwab Emerging Markets Equity ETF worth $6.54M as of Q4 2023.
Rainsberger Wealth Advisors sold 30,074 Schwab Emerging Markets Equity ETF shares in Q4 2023, an estimated $723K.
Schwab Emerging Markets Equity ETF made up 3.57% of Rainsberger Wealth Advisors's portfolio in Q4 2023, its #9 holding.
Rainsberger Wealth Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q4 2021 and has held it in 9 quarters since.
Rainsberger Wealth Advisors's Schwab Emerging Markets Equity ETF position peaked at $7.12M in Q1 2022.
736 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q4 2023.

Based on Rainsberger Wealth Advisors's 13F filing for Q4 2023, filed 26 Jan 2024.