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Sage Mountain Advisors’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Sage Mountain 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
2024
Q2 		– Sell
-1,515
Closed -$38.3K – 439
2024
Q1 		$38.3K Buy
+1,515
New +$37.2K ﹤0.01% 369
2022
Q1 		– Sell
-400
Closed -$12K – 689
2021
Q4 		$12K Buy
+400
New +$12.2K ﹤0.01% 664

Other funds holding SCHE

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Sage Mountain Advisors's SCHE Position: Q2 2024 in Review

Sage Mountain Advisors sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q2 2024, closing a stake of 1,515 shares — an estimated $38.3K sold.

Sage Mountain Advisors first reported a position in SCHE in Q4 2021 and held it in 2 quarters. The position peaked at $38.3K in Q1 2024. 721 funds tracked by Wall St. Rank hold SCHE as of Q2 2024.

  • Sage Mountain Advisors reported no remaining Schwab Emerging Markets Equity ETF position as of Q2 2024 after selling out during the quarter.
  • Sage Mountain Advisors sold 1,515 Schwab Emerging Markets Equity ETF shares in Q2 2024, an estimated $38.3K.
  • Sage Mountain Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q4 2021 and held it in 2 quarters.
  • Sage Mountain Advisors's Schwab Emerging Markets Equity ETF position peaked at $38.3K in Q1 2024.
  • 721 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2024.

Based on Sage Mountain Advisors's 13F filing for Q2 2024, filed 31 Jul 2024.