SOA Wealth Advisors’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

SOA Wealth 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
2024 Q2	–	Sell	-100	Closed	-$2.52K	–	908
2024 Q1	$2.52K	Hold	100	–	–	﹤0.01%	679
2023 Q4	$2.48K	Hold	100	–	–	﹤0.01%	679
2023 Q3	$2.39K	Hold	100	–	–	﹤0.01%	698
2023 Q2	$2.46K	Hold	100	–	–	﹤0.01%	701
2023 Q1	$2.45K	Hold	100	–	–	﹤0.01%	705
2022 Q4	$2.37K	Hold	100	–	–	﹤0.01%	717
2022 Q3	$2K	Hold	100	–	–	﹤0.01%	726
2022 Q2	$2K	Hold	100	–	–	﹤0.01%	716
2022 Q1	$2K	Buy	+100	New	+$2.89K	﹤0.01%	820

Other funds holding SCHE

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

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

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

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

SAG

SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

SOA Wealth Advisors's SCHE Position: Q2 2024 in Review

SOA Wealth Advisors sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q2 2024, closing a stake of 100 shares — an estimated $2.52K sold.

SOA Wealth Advisors first reported a position in SCHE in Q1 2022 and held it in 9 quarters. The position peaked at $2.52K in Q1 2024. 721 funds tracked by Wall St. Rank hold SCHE as of Q2 2024.

SOA Wealth Advisors reported no remaining Schwab Emerging Markets Equity ETF position as of Q2 2024 after selling out during the quarter.
SOA Wealth Advisors sold 100 Schwab Emerging Markets Equity ETF shares in Q2 2024, an estimated $2.52K.
SOA Wealth Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q1 2022 and held it in 9 quarters.
SOA Wealth Advisors's Schwab Emerging Markets Equity ETF position peaked at $2.52K in Q1 2024.
721 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2024.

Based on SOA Wealth Advisors's 13F filing for Q2 2024, filed 17 Jul 2024.