Southern Wealth Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History
Bought
Maintained
Sold
Other funds holding SCHE
CSIA
MG
HC
Southern Wealth Management's SCHE Position: Q1 2023 in Review
Southern Wealth Management increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 2.1% in Q1 2023, buying an estimated $12.3K and bringing the position to 24,646 shares worth $604K. The position accounts for 0.23% of the portfolio, ranked #47.
Southern Wealth Management first reported a position in SCHE in Q2 2022 and has held it in 4 quarters since. 694 funds tracked by Wall St. Rank hold SCHE as of Q1 2023.
- Southern Wealth Management held 24,646 shares of Schwab Emerging Markets Equity ETF worth $604K as of Q1 2023.
- Southern Wealth Management bought 497 Schwab Emerging Markets Equity ETF shares in Q1 2023, an estimated $12.3K.
- Schwab Emerging Markets Equity ETF made up 0.23% of Southern Wealth Management's portfolio in Q1 2023, its #47 holding.
- Southern Wealth Management first reported a position in Schwab Emerging Markets Equity ETF in Q2 2022 and has held it in 4 quarters since.
- 694 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2023.
Based on Southern Wealth Management's 13F filing for Q1 2023, filed 12 May 2023.