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

Sanctuary Wealth Management’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
-343
Closed -$8.65K – 299
2024
Q1 		$8.65K Hold
343
– – 0.01% 160
2023
Q4 		$8.49K Buy
343
+12
+4% +$289 0.01% 157
2023
Q3 		$7.93K Buy
+331
New +$8.2K 0.01% 148

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SAG
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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
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R
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Sanctuary Wealth Management's SCHE Position: Q2 2024 in Review

Sanctuary Wealth Management sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q2 2024, closing a stake of 343 shares — an estimated $8.65K sold.

Sanctuary Wealth Management first reported a position in SCHE in Q3 2023 and held it in 3 quarters. The position peaked at $8.65K in Q1 2024. 721 funds tracked by Wall St. Rank hold SCHE as of Q2 2024.

  • Sanctuary Wealth Management reported no remaining Schwab Emerging Markets Equity ETF position as of Q2 2024 after selling out during the quarter.
  • Sanctuary Wealth Management sold 343 Schwab Emerging Markets Equity ETF shares in Q2 2024, an estimated $8.65K.
  • Sanctuary Wealth Management first reported a position in Schwab Emerging Markets Equity ETF in Q3 2023 and held it in 3 quarters.
  • Sanctuary Wealth Management's Schwab Emerging Markets Equity ETF position peaked at $8.65K in Q1 2024.
  • 721 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2024.

Based on Sanctuary Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.