Topel & Distasi Wealth Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Topel & Distasi Wealth Management’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 Q4	–	Sell	-64,935	Closed	-$1.54M	–	71
2022 Q3	$1.54M	Hold	64,935	–	–	0.85%	34
2022 Q2	$1.65M	Hold	64,935	–	–	0.95%	32
2022 Q1	$1.8M	Hold	64,935	–	–	0.76%	38
2021 Q4	$1.92M	Buy	+64,935	New	+$1.98M	0.78%	40

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

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

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

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Topel & Distasi Wealth Management's SCHE Position: Q4 2022 in Review

Topel & Distasi Wealth Management sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q4 2022, closing a stake of 64,935 shares — an estimated $1.54M sold.

Topel & Distasi Wealth Management first reported a position in SCHE in Q4 2021 and held it in 4 quarters. The position peaked at $1.92M in Q4 2021. 712 funds tracked by Wall St. Rank hold SCHE as of Q4 2022.

Topel & Distasi Wealth Management reported no remaining Schwab Emerging Markets Equity ETF position as of Q4 2022 after selling out during the quarter.
Topel & Distasi Wealth Management sold 64,935 Schwab Emerging Markets Equity ETF shares in Q4 2022, an estimated $1.54M.
Topel & Distasi Wealth Management first reported a position in Schwab Emerging Markets Equity ETF in Q4 2021 and held it in 4 quarters.
Topel & Distasi Wealth Management's Schwab Emerging Markets Equity ETF position peaked at $1.92M in Q4 2021.
712 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q4 2022.

Based on Topel & Distasi Wealth Management's 13F filing for Q4 2022, filed 1 Feb 2023.