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Safeguard Financial’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Safeguard Financial’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
Q3 		– Sell
-858
Closed -$21K – 460
2023
Q2 		$21K Buy
+858
New +$21K 0.01% 258

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Charles Schwab
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HighTower Advisors
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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 $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
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return

Safeguard Financial's SCHE Position: Q3 2023 in Review

Safeguard Financial sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q3 2023, closing a stake of 858 shares — an estimated $21K sold.

Safeguard Financial first reported a position in SCHE in Q2 2023 and held it in 1 quarter. The position peaked at $21K in Q2 2023. 673 funds tracked by Wall St. Rank hold SCHE as of Q3 2023.

  • Safeguard Financial reported no remaining Schwab Emerging Markets Equity ETF position as of Q3 2023 after selling out during the quarter.
  • Safeguard Financial sold 858 Schwab Emerging Markets Equity ETF shares in Q3 2023, an estimated $21K.
  • Safeguard Financial first reported a position in Schwab Emerging Markets Equity ETF in Q2 2023 and held it in 1 quarter.
  • Safeguard Financial's Schwab Emerging Markets Equity ETF position peaked at $21K in Q2 2023.
  • 673 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.