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SignalPoint Asset Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

SignalPoint Asset 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
Q4 		$442K Sell
16,585
-1,802
-10% -$50.9K 0.11% 149
2024
Q3 		$542K Buy
18,387
+270
+1% +$7.31K 0.13% 144
2024
Q2 		$481K Buy
18,117
+3,036
+20% +$79.1K 0.13% 151
2024
Q1 		$381K Sell
15,081
-442
-3% -$10.9K 0.1% 168
2023
Q4 		$384K Sell
15,523
-810
-5% -$19.5K 0.11% 159
2023
Q3 		$391K Buy
16,333
+1,835
+13% +$45.4K 0.12% 147
2023
Q2 		$357K Sell
14,498
-74
-0.5% -$1.81K 0.11% 161
2023
Q1 		$357K Sell
14,572
-814
-5% -$20.2K 0.11% 162
2022
Q4 		$364K Sell
15,386
-148
-1% -$3.44K 0.13% 152
2022
Q3 		$347K Sell
15,534
-957
-6% -$23.6K 0.13% 146
2022
Q2 		$418K Buy
16,491
+653
+4% +$17.1K 0.15% 134
2022
Q1 		$440K Buy
15,838
+668
+4% +$19.3K 0.14% 136
2021
Q4 		$449K Buy
15,170
+590
+4% +$18K 0.14% 143
2021
Q3 		$444K Sell
14,580
-2,074
-12% -$64.8K 0.14% 141
2021
Q2 		$548K Sell
16,654
-335
-2% -$10.9K 0.18% 117
2021
Q1 		$534K Buy
+16,989
New +$553K 0.19% 114
2020
Q1 		– Sell
-22,408
Closed -$613K – 192
2019
Q4 		$613K Buy
22,408
+6,645
+42% +$175K 0.26% 92
2019
Q3 		$396K Buy
+15,763
New +$401K 0.18% 119

Other funds holding SCHE

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SignalPoint Asset Management's SCHE Position: Q4 2024 in Review

SignalPoint Asset Management reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 9.8% in Q4 2024, selling an estimated $50.9K and leaving 16,585 shares worth $442K. The position accounts for 0.11% of the portfolio, ranked #149.

SignalPoint Asset Management first reported a position in SCHE in Q3 2019 and has held it in 18 quarters since. The position peaked at $613K in Q4 2019. 759 funds tracked by Wall St. Rank hold SCHE as of Q4 2024.

  • SignalPoint Asset Management held 16,585 shares of Schwab Emerging Markets Equity ETF worth $442K as of Q4 2024.
  • SignalPoint Asset Management sold 1,802 Schwab Emerging Markets Equity ETF shares in Q4 2024, an estimated $50.9K.
  • Schwab Emerging Markets Equity ETF made up 0.11% of SignalPoint Asset Management's portfolio in Q4 2024, its #149 holding.
  • SignalPoint Asset Management first reported a position in Schwab Emerging Markets Equity ETF in Q3 2019 and has held it in 18 quarters since.
  • SignalPoint Asset Management's Schwab Emerging Markets Equity ETF position peaked at $613K in Q4 2019.
  • 759 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q4 2024.

Based on SignalPoint Asset Management's 13F filing for Q4 2024, filed 14 Jan 2025.