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Strategic Wealth Investment Group’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Strategic Wealth Investment 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
2022
Q3 		– Sell
-34,449
Closed -$874K – 125
2022
Q2 		$874K Buy
+34,449
New +$900K 0.22% 75

Other funds holding SCHE

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Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM

Strategic Wealth Investment Group's SCHE Position: Q3 2022 in Review

Strategic Wealth Investment Group sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q3 2022, closing a stake of 34,449 shares — an estimated $874K sold.

Strategic Wealth Investment Group first reported a position in SCHE in Q2 2022 and held it in 1 quarter. The position peaked at $874K in Q2 2022. 676 funds tracked by Wall St. Rank hold SCHE as of Q3 2022.

  • Strategic Wealth Investment Group reported no remaining Schwab Emerging Markets Equity ETF position as of Q3 2022 after selling out during the quarter.
  • Strategic Wealth Investment Group sold 34,449 Schwab Emerging Markets Equity ETF shares in Q3 2022, an estimated $874K.
  • Strategic Wealth Investment Group first reported a position in Schwab Emerging Markets Equity ETF in Q2 2022 and held it in 1 quarter.
  • Strategic Wealth Investment Group's Schwab Emerging Markets Equity ETF position peaked at $874K in Q2 2022.
  • 676 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2022.

Based on Strategic Wealth Investment Group's 13F filing for Q3 2022, filed 21 Oct 2022.