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

RGT 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
2022
Q3 		$920K Sell
41,093
-10,359
-20% -$256K 0.15% 32
2022
Q2 		$1.31M Sell
51,452
-2,161
-4% -$56.5K 0.22% 28
2022
Q1 		$1.49M Sell
53,613
-5,032
-9% -$146K 0.24% 27
2021
Q4 		$1.74M Buy
+58,645
New +$1.79M 0.27% 25

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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM

RGT Wealth Advisors's SCHE Position: Q3 2022 in Review

RGT Wealth Advisors reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 20% in Q3 2022, selling an estimated $256K and leaving 41,093 shares worth $920K. The position accounts for 0.15% of the portfolio, ranked #32.

RGT Wealth Advisors first reported a position in SCHE in Q4 2021 and has held it in 4 quarters since. The position peaked at $1.74M in Q4 2021. 677 funds tracked by Wall St. Rank hold SCHE as of Q3 2022.

  • RGT Wealth Advisors held 41,093 shares of Schwab Emerging Markets Equity ETF worth $920K as of Q3 2022.
  • RGT Wealth Advisors sold 10,359 Schwab Emerging Markets Equity ETF shares in Q3 2022, an estimated $256K.
  • Schwab Emerging Markets Equity ETF made up 0.15% of RGT Wealth Advisors's portfolio in Q3 2022, its #32 holding.
  • RGT Wealth Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q4 2021 and has held it in 4 quarters since.
  • RGT Wealth Advisors's Schwab Emerging Markets Equity ETF position peaked at $1.74M in Q4 2021.
  • 677 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2022.

Based on RGT Wealth Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.