SC
SCHE icon

Schubert & Co’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Schubert & Co’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
2023
Q2 		– Sell
-94
Closed -$2.31K – 1239
2023
Q1 		$2.31K Hold
94
– – ﹤0.01% 843
2022
Q4 		$2.23K Hold
94
– – ﹤0.01% 816
2022
Q3 		$2K Sell
94
-12
-11% -$297 ﹤0.01% 902
2022
Q2 		$3K Hold
106
– – ﹤0.01% 652
2022
Q1 		$3K Hold
106
– – ﹤0.01% 308
2021
Q4 		$3K Buy
+106
New +$3.24K ﹤0.01% 262

Other funds holding SCHE

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
BCIM
Bishop & Co Investment Management Erie, Pennsylvania $292M AUM 14.59% 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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return

Schubert & Co's SCHE Position: Q2 2023 in Review

Schubert & Co sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q2 2023, closing a stake of 94 shares — an estimated $2.31K sold.

Schubert & Co first reported a position in SCHE in Q4 2021 and held it in 6 quarters. The position peaked at $3K in Q2 2022. 705 funds tracked by Wall St. Rank hold SCHE as of Q2 2023.

  • Schubert & Co reported no remaining Schwab Emerging Markets Equity ETF position as of Q2 2023 after selling out during the quarter.
  • Schubert & Co sold 94 Schwab Emerging Markets Equity ETF shares in Q2 2023, an estimated $2.31K.
  • Schubert & Co first reported a position in Schwab Emerging Markets Equity ETF in Q4 2021 and held it in 6 quarters.
  • Schubert & Co's Schwab Emerging Markets Equity ETF position peaked at $3K in Q2 2022.
  • 705 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2023.

Based on Schubert & Co's 13F filing for Q2 2023, filed 4 Aug 2023.