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

Selective 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
2022 Q4	–	Sell	-3,444	Closed	-$77K	–	611
2022 Q3	$77K	Hold	3,444	–	–	0.03%	243
2022 Q2	$87K	Buy	3,444 +10	+0.3%	+$261	0.03%	242
2022 Q1	$95K	Buy	3,434 +2	+0.1%	+$58	0.03%	215
2021 Q4	$102K	Buy	3,432 +72	+2%	+$2.2K	0.04%	193
2021 Q3	$102K	Hold	3,360	–	–	0.05%	184
2021 Q2	$110K	Buy	3,360 +21	+0.6%	+$681	0.09%	108
2021 Q1	$106K	Hold	3,339	–	–	0.1%	77
2020 Q4	$102K	Buy	3,339 +58	+2%	+$1.68K	0.07%	79
2020 Q3	$88K	Hold	3,281	–	–	0.07%	79
2020 Q2	$80K	Buy	3,281 +15	+0.5%	+$341	0.07%	80
2020 Q1	$67K	Hold	3,266	–	–	0.1%	54
2019 Q4	$90K	Buy	3,266 +85	+3%	+$2.24K	0.11%	53
2019 Q3	$80K	Buy	+3,181	New	+$80.9K	0.11%	60
2018 Q3	$3K	Buy	+116	New	+$3K	0.04%	133

Other funds holding SCHE

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Selective Wealth Management's SCHE Position: Q4 2022 in Review

Selective Wealth Management sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q4 2022, closing a stake of 3,444 shares — an estimated $77K sold.

Selective Wealth Management first reported a position in SCHE in Q3 2018 and held it in 14 quarters. The position peaked at $110K in Q2 2021. 712 funds tracked by Wall St. Rank hold SCHE as of Q4 2022.

Selective Wealth Management reported no remaining Schwab Emerging Markets Equity ETF position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 3,444 Schwab Emerging Markets Equity ETF shares in Q4 2022, an estimated $77K.
Selective Wealth Management first reported a position in Schwab Emerging Markets Equity ETF in Q3 2018 and held it in 14 quarters.
Selective Wealth Management's Schwab Emerging Markets Equity ETF position peaked at $110K in Q2 2021.
712 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.