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

RVW Wealth’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
Q4 		– Sell
-1,026
Closed -$24.6K – 321
2023
Q3 		$24.6K Buy
+1,026
New +$25.4K ﹤0.01% 294

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 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

RVW Wealth's SCHE Position: Q4 2023 in Review

RVW Wealth sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q4 2023, closing a stake of 1,026 shares — an estimated $24.6K sold.

RVW Wealth first reported a position in SCHE in Q3 2023 and held it in 1 quarter. The position peaked at $24.6K in Q3 2023. 736 funds tracked by Wall St. Rank hold SCHE as of Q4 2023.

  • RVW Wealth reported no remaining Schwab Emerging Markets Equity ETF position as of Q4 2023 after selling out during the quarter.
  • RVW Wealth sold 1,026 Schwab Emerging Markets Equity ETF shares in Q4 2023, an estimated $24.6K.
  • RVW Wealth first reported a position in Schwab Emerging Markets Equity ETF in Q3 2023 and held it in 1 quarter.
  • RVW Wealth's Schwab Emerging Markets Equity ETF position peaked at $24.6K in Q3 2023.
  • 736 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q4 2023.

Based on RVW Wealth's 13F filing for Q4 2023, filed 8 Jan 2024.