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Sandy Cove Advisors’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Sandy Cove 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
-1,300
Closed -$36K – 324
2022
Q1 		$36K Hold
1,300
– – 0.03% 231
2021
Q4 		$39K Buy
+1,300
New +$39.7K 0.03% 218

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Creative Planning
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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
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM

Sandy Cove Advisors's SCHE Position: Q2 2022 in Review

Sandy Cove Advisors sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q2 2022, closing a stake of 1,300 shares — an estimated $36K sold.

Sandy Cove Advisors first reported a position in SCHE in Q4 2021 and held it in 2 quarters. The position peaked at $39K in Q4 2021. 718 funds tracked by Wall St. Rank hold SCHE as of Q2 2022.

  • Sandy Cove Advisors reported no remaining Schwab Emerging Markets Equity ETF position as of Q2 2022 after selling out during the quarter.
  • Sandy Cove Advisors sold 1,300 Schwab Emerging Markets Equity ETF shares in Q2 2022, an estimated $36K.
  • Sandy Cove Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q4 2021 and held it in 2 quarters.
  • Sandy Cove Advisors's Schwab Emerging Markets Equity ETF position peaked at $39K in Q4 2021.
  • 718 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2022.

Based on Sandy Cove Advisors's 13F filing for Q2 2022, filed 11 Aug 2022.