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

Soundmark 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
2021
Q2 		– Sell
-10,401
Closed -$332K – 71
2021
Q1 		$332K Sell
10,401
-6
-0.1% -$195 0.18% 48
2020
Q4 		$319K Buy
+10,407
New +$302K 0.2% 46

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
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SCM
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HC
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Soundmark Wealth Management's SCHE Position: Q2 2021 in Review

Soundmark Wealth Management sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q2 2021, closing a stake of 10,401 shares — an estimated $332K sold.

Soundmark Wealth Management first reported a position in SCHE in Q4 2020 and held it in 2 quarters. The position peaked at $332K in Q1 2021. 694 funds tracked by Wall St. Rank hold SCHE as of Q2 2021.

  • Soundmark Wealth Management reported no remaining Schwab Emerging Markets Equity ETF position as of Q2 2021 after selling out during the quarter.
  • Soundmark Wealth Management sold 10,401 Schwab Emerging Markets Equity ETF shares in Q2 2021, an estimated $332K.
  • Soundmark Wealth Management first reported a position in Schwab Emerging Markets Equity ETF in Q4 2020 and held it in 2 quarters.
  • Soundmark Wealth Management's Schwab Emerging Markets Equity ETF position peaked at $332K in Q1 2021.
  • 694 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2021.

Based on Soundmark Wealth Management's 13F filing for Q2 2021, filed 13 Jul 2021.