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Relaxing Retirement Coach’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Relaxing Retirement Coach’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
Q2 		$1.47M Buy
59,755
+114
+0.2% +$2.79K 0.44% 28
2023
Q1 		$1.46M Sell
59,641
-3,510
-6% -$87K 0.49% 26
2022
Q4 		$1.49M Sell
63,151
-11,903
-16% -$277K 0.55% 26
2022
Q3 		$1.68M Sell
75,054
-2,203
-3% -$54.4K 0.79% 21
2022
Q2 		$1.96M Sell
77,257
-2,635
-3% -$68.9K 0.99% 22
2022
Q1 		$2.22M Sell
79,892
-1,238
-2% -$35.8K 1.14% 17
2021
Q4 		$2.4M Buy
81,130
+374
+0.5% +$11.4K 1.38% 18
2021
Q3 		$2.46M Sell
80,756
-2,470
-3% -$77.2K 2.02% 15
2021
Q2 		$2.74M Sell
83,226
-1,630
-2% -$52.9K 2.33% 15
2021
Q1 		$2.7M Sell
84,856
-15,193
-15% -$495K 3.08% 12
2020
Q4 		$3.07M Sell
100,049
-172,963
-63% -$5.02M 3.35% 10
2020
Q3 		$7.3M Buy
273,012
+106,586
+64% +$2.85M 3.19% 13
2020
Q2 		$4.05M Sell
166,426
-54,992
-25% -$1.25M 2.85% 13
2020
Q1 		$4.58M Sell
221,418
-104,522
-32% -$2.61M 2.82% 16
2019
Q4 		$8.92M Buy
325,940
+1,079
+0.3% +$28.4K 2.61% 19
2019
Q3 		$8.16M Sell
324,861
-2,861
-0.9% -$72.8K 2.52% 19
2019
Q2 		$8.6M Sell
327,722
-4,046
-1% -$105K 2.63% 19
2019
Q1 		$8.63M Sell
331,768
-13,004
-4% -$330K 2.69% 19
2018
Q4 		$8.11M Buy
344,772
+12,468
+4% +$302K 2.75% 19
2018
Q3 		$8.54M Buy
332,304
+2,359
+0.7% +$61.1K 2.56% 18
2018
Q2 		$8.54M Sell
329,945
-68,219
-17% -$1.88M 2.64% 18
2018
Q1 		$11.4M Sell
398,164
-128,200
-24% -$3.76M 3.61% 11
2017
Q4 		$14.7M Buy
+526,364
New +$14.5M 4.78% 6

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 $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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Relaxing Retirement Coach's SCHE Position: Q2 2023 in Review

Relaxing Retirement Coach increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 0.19% in Q2 2023, buying an estimated $2.79K and bringing the position to 59,755 shares worth $1.47M. The position accounts for 0.44% of the portfolio, ranked #28.

Relaxing Retirement Coach first reported a position in SCHE in Q4 2017 and has held it in 23 quarters since. The position peaked at $14.7M in Q4 2017. 704 funds tracked by Wall St. Rank hold SCHE as of Q2 2023.

  • Relaxing Retirement Coach held 59,755 shares of Schwab Emerging Markets Equity ETF worth $1.47M as of Q2 2023.
  • Relaxing Retirement Coach bought 114 Schwab Emerging Markets Equity ETF shares in Q2 2023, an estimated $2.79K.
  • Schwab Emerging Markets Equity ETF made up 0.44% of Relaxing Retirement Coach's portfolio in Q2 2023, its #28 holding.
  • Relaxing Retirement Coach first reported a position in Schwab Emerging Markets Equity ETF in Q4 2017 and has held it in 23 quarters since.
  • Relaxing Retirement Coach's Schwab Emerging Markets Equity ETF position peaked at $14.7M in Q4 2017.
  • 704 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2023.

Based on Relaxing Retirement Coach's 13F filing for Q2 2023, filed 27 Jul 2023.