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TCI Wealth Advisors’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

TCI Wealth Advisors’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
-2,701
Closed -$66.2K – 1863
2023
Q1 		$66.2K Sell
2,701
-937
-26% -$23.2K 0.01% 366
2022
Q4 		$86.1K Buy
3,638
+801
+28% +$18.6K 0.01% 294
2022
Q3 		$64K Buy
2,837
+10
+0.4% +$247 0.01% 318
2022
Q2 		$72K Sell
2,827
-12
-0.4% -$314 0.01% 298
2022
Q1 		$78K Sell
2,839
-12
-0.4% -$347 0.01% 308
2021
Q4 		$84K Sell
2,851
-40
-1% -$1.22K 0.01% 299
2021
Q3 		$88K Sell
2,891
-35
-1% -$1.09K 0.01% 312
2021
Q2 		$96K Buy
2,926
+17
+0.6% +$551 0.02% 284
2021
Q1 		$92K Sell
2,909
-252
-8% -$8.21K 0.04% 253
2020
Q4 		$97K Sell
3,161
-71
-2% -$2.06K 0.04% 234
2020
Q3 		$86K Sell
3,232
-140
-4% -$3.74K 0.03% 229
2020
Q2 		$82K Sell
3,372
-47
-1% -$1.07K 0.04% 236
2020
Q1 		$71K Buy
3,419
+20
+0.6% +$500 0.04% 252
2019
Q4 		$93K Sell
3,399
-980
-22% -$25.8K 0.04% 268
2019
Q3 		$110K Buy
4,379
+1,012
+30% +$25.7K 0.05% 200
2019
Q2 		$88K Sell
3,367
-27
-0.8% -$699 0.04% 228
2019
Q1 		$88K Sell
3,394
-1,962
-37% -$49.7K 0.04% 253
2018
Q4 		$126K Buy
5,356
+1,120
+26% +$27.1K 0.06% 186
2018
Q3 		$109K Buy
4,236
+290
+7% +$7.51K 0.05% 223
2018
Q2 		$102K Sell
3,946
-414
-9% -$11.4K 0.05% 216
2018
Q1 		$125K Sell
4,360
-8,232
-65% -$241K 0.06% 195
2017
Q4 		$352K Buy
+12,592
New +$347K 0.15% 110
2016
Q1 		– Sell
-9,437
Closed -$184K – 1399
2015
Q4 		$184K Sell
9,437
-1,500
-14% -$31.4K 0.1% 141
2015
Q3 		$221K Buy
10,937
+9,437
+629% +$206K 0.13% 123
2015
Q2 		$37K Buy
1,500
+400
+36% +$10.2K 0.02% 309
2015
Q1 		$27K Buy
+1,100
New +$26.7K 0.02% 321

Other funds holding SCHE

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

TCI Wealth Advisors's SCHE Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q2 2023, closing a stake of 2,701 shares — an estimated $66.2K sold.

TCI Wealth Advisors first reported a position in SCHE in Q1 2015 and held it in 26 quarters. The position peaked at $352K in Q4 2017. 704 funds tracked by Wall St. Rank hold SCHE as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Schwab Emerging Markets Equity ETF position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 2,701 Schwab Emerging Markets Equity ETF shares in Q2 2023, an estimated $66.2K.
  • TCI Wealth Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q1 2015 and held it in 26 quarters.
  • TCI Wealth Advisors's Schwab Emerging Markets Equity ETF position peaked at $352K in Q4 2017.
  • 704 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.