Sound View Wealth Advisors Group’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Sound View Wealth Advisors Group’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 Q1	–	Sell	-8,218	Closed	-$204K	–	393
2023 Q4	$204K	Buy	+8,218	New	+$198K	0.02%	372
2023 Q2	–	Sell	-10,850	Closed	-$266K	–	375
2023 Q1	$266K	Buy	10,850 +2,632	+32%	+$65.2K	0.04%	299
2022 Q4	$204K	Sell	8,218 -2,632	-24%	-$61.3K	0.02%	372
2022 Q3	$243K	Hold	10,850	–	–	0.05%	237
2022 Q2	$275K	Buy	+10,850	New	+$284K	0.06%	228

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

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

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

Sound View Wealth Advisors Group's SCHE Position: Q1 2024 in Review

Sound View Wealth Advisors Group sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q1 2024, closing a stake of 8,218 shares — an estimated $204K sold.

Sound View Wealth Advisors Group first reported a position in SCHE in Q2 2022 and held it in 5 quarters. The position peaked at $275K in Q2 2022. 727 funds tracked by Wall St. Rank hold SCHE as of Q1 2024.

Sound View Wealth Advisors Group reported no remaining Schwab Emerging Markets Equity ETF position as of Q1 2024 after selling out during the quarter.
Sound View Wealth Advisors Group sold 8,218 Schwab Emerging Markets Equity ETF shares in Q1 2024, an estimated $204K.
Sound View Wealth Advisors Group first reported a position in Schwab Emerging Markets Equity ETF in Q2 2022 and held it in 5 quarters.
Sound View Wealth Advisors Group's Schwab Emerging Markets Equity ETF position peaked at $275K in Q2 2022.
727 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2024.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2024, filed 9 May 2024.