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

River 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
Q2 		– Sell
-7,684
Closed -$213K – 225
2022
Q1 		$213K Sell
7,684
-2,782
-27% -$80.5K 0.03% 217
2021
Q4 		$310K Sell
10,466
-835
-7% -$25.5K 0.05% 187
2021
Q3 		$344K Buy
11,301
+1,234
+12% +$38.6K 0.06% 176
2021
Q2 		$331K Buy
10,067
+221
+2% +$7.17K 0.06% 177
2021
Q1 		$313K Buy
9,846
+294
+3% +$9.57K 0.06% 180
2020
Q4 		$293K Buy
9,552
+250
+3% +$7.25K 0.06% 176
2020
Q3 		$249K Sell
9,302
-67
-0.7% -$1.79K 0.07% 175
2020
Q2 		$228K Buy
+9,369
New +$213K 0.07% 171
2020
Q1 		– Sell
-18,126
Closed -$496K – 167
2019
Q4 		$496K Buy
18,126
+270
+2% +$7.12K 0.17% 114
2019
Q3 		$449K Buy
17,856
+106
+0.6% +$2.7K 0.17% 114
2019
Q2 		$466K Buy
17,750
+777
+5% +$20.1K 0.18% 113
2019
Q1 		$441K Sell
16,973
-520
-3% -$13.2K 0.18% 115
2018
Q4 		$412K Buy
17,493
+3,059
+21% +$74.1K 0.18% 112
2018
Q3 		$371K Buy
14,434
+1,188
+9% +$30.8K 0.14% 132
2018
Q2 		$343K Buy
13,246
+1,656
+14% +$45.5K 0.13% 133
2018
Q1 		$333K Buy
11,590
+1,898
+20% +$55.6K 0.14% 132
2017
Q4 		$271K Buy
+9,692
New +$267K 0.11% 141

Other funds holding SCHE

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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

River Wealth Advisors's SCHE Position: Q2 2022 in Review

River Wealth Advisors sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q2 2022, closing a stake of 7,684 shares — an estimated $213K sold.

River Wealth Advisors first reported a position in SCHE in Q4 2017 and held it in 17 quarters. The position peaked at $496K in Q4 2019. 718 funds tracked by Wall St. Rank hold SCHE as of Q2 2022.

  • River Wealth Advisors reported no remaining Schwab Emerging Markets Equity ETF position as of Q2 2022 after selling out during the quarter.
  • River Wealth Advisors sold 7,684 Schwab Emerging Markets Equity ETF shares in Q2 2022, an estimated $213K.
  • River Wealth Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q4 2017 and held it in 17 quarters.
  • River Wealth Advisors's Schwab Emerging Markets Equity ETF position peaked at $496K in Q4 2019.
  • 718 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2022.

Based on River Wealth Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.