RDIA
SCHE icon

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 		$1.29M 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 		$841K 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

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 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 $424B AUM 22.96% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RE Dickinson Investment Advisors's SCHE Position: Q4 2024 in Review

RE Dickinson Investment Advisors increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 20% in Q4 2024, buying an estimated $229K and bringing the position to 48,387 shares worth $1.29M. The position accounts for 0.73% of the portfolio, ranked #21.

RE Dickinson Investment Advisors first reported a position in SCHE in Q4 2021 and has held it in 13 quarters since. The position peaked at $2.56M in Q4 2022. 758 funds tracked by Wall St. Rank hold SCHE as of Q4 2024.

  • RE Dickinson Investment Advisors held 48,387 shares of Schwab Emerging Markets Equity ETF worth $1.29M as of Q4 2024.
  • RE Dickinson Investment Advisors bought 8,108 Schwab Emerging Markets Equity ETF shares in Q4 2024, an estimated $229K.
  • Schwab Emerging Markets Equity ETF made up 0.73% of RE Dickinson Investment Advisors's portfolio in Q4 2024, its #21 holding.
  • RE Dickinson Investment Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q4 2021 and has held it in 13 quarters since.
  • RE Dickinson Investment Advisors's Schwab Emerging Markets Equity ETF position peaked at $2.56M in Q4 2022.
  • 758 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q4 2024.

Based on RE Dickinson Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.