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

San Luis 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
-617
Closed -$18K – 353
2022
Q1 		$18K Buy
+617
New +$17.9K 0.01% 315

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MG
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Mercer Global Advisors
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Wealth Enhancement Advisory Services
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HC
Hamilton Capital Columbus, Ohio $1.93B AUM

San Luis Wealth Advisors's SCHE Position: Q2 2022 in Review

San Luis Wealth Advisors sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q2 2022, closing a stake of 617 shares — an estimated $18K sold.

San Luis Wealth Advisors first reported a position in SCHE in Q1 2022 and held it in 1 quarter. The position peaked at $18K in Q1 2022. 718 funds tracked by Wall St. Rank hold SCHE as of Q2 2022.

  • San Luis Wealth Advisors reported no remaining Schwab Emerging Markets Equity ETF position as of Q2 2022 after selling out during the quarter.
  • San Luis Wealth Advisors sold 617 Schwab Emerging Markets Equity ETF shares in Q2 2022, an estimated $18K.
  • San Luis Wealth Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q1 2022 and held it in 1 quarter.
  • San Luis Wealth Advisors's Schwab Emerging Markets Equity ETF position peaked at $18K in Q1 2022.
  • 718 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2022.

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