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Sage Financial Management Group’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Sage Financial Management 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
2021
Q2 		– Sell
-741
Closed -$24K – 94
2021
Q1 		$24K Buy
+741
New +$24.1K 0.02% 79

Other funds holding SCHE

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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
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM

Sage Financial Management Group's SCHE Position: Q2 2021 in Review

Sage Financial Management Group sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q2 2021, closing a stake of 741 shares — an estimated $24K sold.

Sage Financial Management Group first reported a position in SCHE in Q1 2021 and held it in 1 quarter. The position peaked at $24K in Q1 2021. 694 funds tracked by Wall St. Rank hold SCHE as of Q2 2021.

  • Sage Financial Management Group reported no remaining Schwab Emerging Markets Equity ETF position as of Q2 2021 after selling out during the quarter.
  • Sage Financial Management Group sold 741 Schwab Emerging Markets Equity ETF shares in Q2 2021, an estimated $24K.
  • Sage Financial Management Group first reported a position in Schwab Emerging Markets Equity ETF in Q1 2021 and held it in 1 quarter.
  • Sage Financial Management Group's Schwab Emerging Markets Equity ETF position peaked at $24K in Q1 2021.
  • 694 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2021.

Based on Sage Financial Management Group's 13F filing for Q2 2021, filed 3 Aug 2021.