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

Retirement 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
2024
Q1 		$607K Buy
24,035
+652
+3% +$16K 0.22% 59
2023
Q4 		$580K Sell
23,383
-155
-0.7% -$3.73K 0.23% 58
2023
Q3 		$564K Buy
23,538
+626
+3% +$15.5K 0.23% 57
2023
Q2 		$564K Buy
22,912
+1,947
+9% +$47.6K 0.23% 57
2023
Q1 		$514K Sell
20,965
-339
-2% -$8.4K 0.23% 58
2022
Q4 		$504K Buy
21,304
+3,019
+17% +$70.3K 0.24% 57
2022
Q3 		$410K Sell
18,285
-8,288
-31% -$205K 0.33% 48
2022
Q2 		$674K Buy
26,573
+17,216
+184% +$450K 0.28% 54
2022
Q1 		$260K Sell
9,357
-855
-8% -$24.7K 0.1% 98
2021
Q4 		$302K Buy
10,212
+422
+4% +$12.9K 0.13% 89
2021
Q3 		$298K Buy
9,790
+108
+1% +$3.38K 0.14% 90
2021
Q2 		$318K Buy
9,682
+1,596
+20% +$51.8K 0.15% 81
2021
Q1 		$257K Buy
8,086
+557
+7% +$18.1K 0.12% 110
2020
Q4 		$230K Buy
7,529
+1,060
+16% +$30.7K 0.11% 116
2020
Q3 		$173K Buy
6,469
+646
+11% +$17.3K 0.1% 132
2020
Q2 		$142K Buy
+5,823
New +$132K 0.09% 137
2019
Q4 		$188K Buy
+6,874
New +$181K 0.12% 116

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 $94.2B AUM 21.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Retirement Group's SCHE Position: Q1 2024 in Review

Retirement Group increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 2.8% in Q1 2024, buying an estimated $16K and bringing the position to 24,035 shares worth $607K. The position accounts for 0.22% of the portfolio, ranked #59.

Retirement Group first reported a position in SCHE in Q4 2019 and has held it in 17 quarters since. The position peaked at $674K in Q2 2022. 727 funds tracked by Wall St. Rank hold SCHE as of Q1 2024.

  • Retirement Group held 24,035 shares of Schwab Emerging Markets Equity ETF worth $607K as of Q1 2024.
  • Retirement Group bought 652 Schwab Emerging Markets Equity ETF shares in Q1 2024, an estimated $16K.
  • Schwab Emerging Markets Equity ETF made up 0.22% of Retirement Group's portfolio in Q1 2024, its #59 holding.
  • Retirement Group first reported a position in Schwab Emerging Markets Equity ETF in Q4 2019 and has held it in 17 quarters since.
  • Retirement Group's Schwab Emerging Markets Equity ETF position peaked at $674K in Q2 2022.
  • 727 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.