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

Summit Wealth 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
2023
Q2 		– Sell
-21,219
Closed -$1K – 222
2023
Q1 		$1K Buy
+21,219
New +$526K 0.02% 135

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
BCIM
Bishop & Co Investment Management Erie, Pennsylvania $292M AUM 14.59% 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
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return

Summit Wealth Group's SCHE Position: Q2 2023 in Review

Summit Wealth Group sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q2 2023, closing a stake of 21,219 shares — an estimated $1K sold.

Summit Wealth Group first reported a position in SCHE in Q1 2023 and held it in 1 quarter. The position peaked at $1K in Q1 2023. 705 funds tracked by Wall St. Rank hold SCHE as of Q2 2023.

  • Summit Wealth Group reported no remaining Schwab Emerging Markets Equity ETF position as of Q2 2023 after selling out during the quarter.
  • Summit Wealth Group sold 21,219 Schwab Emerging Markets Equity ETF shares in Q2 2023, an estimated $1K.
  • Summit Wealth Group first reported a position in Schwab Emerging Markets Equity ETF in Q1 2023 and held it in 1 quarter.
  • Summit Wealth Group's Schwab Emerging Markets Equity ETF position peaked at $1K in Q1 2023.
  • 705 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2023.

Based on Summit Wealth Group's 13F filing for Q2 2023, filed 26 Jul 2023.