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RE Dickinson Investment Advisors’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

RE Dickinson Investment 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
Q4 		$12.9M Buy
48,387
+8,108
+20% +$229K 0.73% 21
2024
Q3 		$1.18M Sell
40,279
-1,363
-3% -$36.9K 0.66% 21
2024
Q2 		$1.11M Sell
41,642
-6,587
-14% -$172K 0.67% 21
2024
Q1 		$1.22M Sell
48,229
-30,528
-39% -$750K 0.76% 22
2023
Q4 		$1.95M Sell
78,757
-1,408
-2% -$33.9K 1.3% 18
2023
Q3 		$1.92M Sell
80,165
-3,417
-4% -$84.6K 1.35% 19
2023
Q2 		$2.06M Sell
83,582
-5,852
-7% -$143K 0.76% 36
2023
Q1 		$2.19M Sell
89,434
-18,537
-17% -$459K 0.74% 38
2022
Q4 		$2.56M Buy
107,971
+77,003
+249% +$1.79M 1.06% 29
2022
Q3 		$694K Sell
30,968
-2,543
-8% -$62.8K 0.57% 23
2022
Q2 		$841 Sell
33,511
-5,124
-13% -$134K 0.12% 25
2022
Q1 		$1.07M Sell
38,635
-16,794
-30% -$486K 0.72% 23
2021
Q4 		$1.64M Buy
+55,429
New +$1.69M 1.25% 20

Other funds holding SCHE

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
HighTower Advisors
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $45.5B AUM 21.01% 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 $1.72B AUM 13.51% 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