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Treybourne Wealth Planners’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Treybourne Wealth Planners’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
2021
Q2 		$9.13M Buy
277,719
+27,440
+11% +$890K 5.65% 6
2021
Q1 		$7.95M Buy
250,279
+4,665
+2% +$152K 5.51% 6
2020
Q4 		$7.53M Buy
+245,614
New +$7.12M 5.42% 6

Other funds holding SCHE

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM

Treybourne Wealth Planners's SCHE Position: Q2 2021 in Review

Treybourne Wealth Planners increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 11% in Q2 2021, buying an estimated $890K and bringing the position to 277,719 shares worth $9.13M. The position accounts for 5.65% of the portfolio, ranked #6.

Treybourne Wealth Planners first reported a position in SCHE in Q4 2020 and has held it in 3 quarters since. 694 funds tracked by Wall St. Rank hold SCHE as of Q2 2021.

  • Treybourne Wealth Planners held 277,719 shares of Schwab Emerging Markets Equity ETF worth $9.13M as of Q2 2021.
  • Treybourne Wealth Planners bought 27,440 Schwab Emerging Markets Equity ETF shares in Q2 2021, an estimated $890K.
  • Schwab Emerging Markets Equity ETF made up 5.65% of Treybourne Wealth Planners's portfolio in Q2 2021, its #6 holding.
  • Treybourne Wealth Planners first reported a position in Schwab Emerging Markets Equity ETF in Q4 2020 and has held it in 3 quarters since.
  • 694 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2021.

Based on Treybourne Wealth Planners's 13F filing for Q2 2021, filed 29 Jul 2021.