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

Ten Capital 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	-268	Closed	-$6.57K	–	449
2023 Q1	$6.57K	Hold	268	–	–	﹤0.01%	405
2022 Q4	$6.34K	Buy	268 +88	+49%	+$2.05K	﹤0.01%	361
2022 Q3	$4K	Sell	180 -212	-54%	-$5.24K	﹤0.01%	436
2022 Q2	$10K	Hold	392	–	–	﹤0.01%	262
2022 Q1	$11K	Buy	392 +162	+70%	+$4.69K	﹤0.01%	282
2021 Q4	$7K	Sell	230 -3,297	-93%	-$101K	﹤0.01%	343
2021 Q3	$108K	Buy	3,527 +586	+20%	+$18.3K	0.05%	96
2021 Q2	$97K	Sell	2,941 -812	-22%	-$26.3K	0.02%	149
2021 Q1	$119K	Buy	3,753 +294	+8%	+$9.57K	0.03%	139
2020 Q4	$106K	Buy	+3,459	New	+$100K	0.03%	131

Other funds holding SCHE

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

BCIM

Bishop & Co Investment Management Erie, Pennsylvania $325M AUM 17.11% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

Ten Capital Wealth Advisors's SCHE Position: Q2 2023 in Review

Ten Capital Wealth Advisors sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q2 2023, closing a stake of 268 shares — an estimated $6.57K sold.

Ten Capital Wealth Advisors first reported a position in SCHE in Q4 2020 and held it in 10 quarters. The position peaked at $119K in Q1 2021. 705 funds tracked by Wall St. Rank hold SCHE as of Q2 2023.

Ten Capital Wealth Advisors reported no remaining Schwab Emerging Markets Equity ETF position as of Q2 2023 after selling out during the quarter.
Ten Capital Wealth Advisors sold 268 Schwab Emerging Markets Equity ETF shares in Q2 2023, an estimated $6.57K.
Ten Capital Wealth Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q4 2020 and held it in 10 quarters.
Ten Capital Wealth Advisors's Schwab Emerging Markets Equity ETF position peaked at $119K in Q1 2021.
705 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.