TWP
SCHE icon

Triad Wealth Partners’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Triad Wealth Partners’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
2024
Q3 		– Sell
-687
Closed -$18.2K – 735
2024
Q2 		$18.2K Buy
+687
New +$17.9K 0.01% 364

Other funds holding SCHE

Creative Planning
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 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
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Triad Wealth Partners's SCHE Position: Q3 2024 in Review

Triad Wealth Partners sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q3 2024, closing a stake of 687 shares — an estimated $18.2K sold.

Triad Wealth Partners first reported a position in SCHE in Q2 2024 and held it in 1 quarter. The position peaked at $18.2K in Q2 2024. 727 funds tracked by Wall St. Rank hold SCHE as of Q3 2024.

  • Triad Wealth Partners reported no remaining Schwab Emerging Markets Equity ETF position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 687 Schwab Emerging Markets Equity ETF shares in Q3 2024, an estimated $18.2K.
  • Triad Wealth Partners first reported a position in Schwab Emerging Markets Equity ETF in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's Schwab Emerging Markets Equity ETF position peaked at $18.2K in Q2 2024.
  • 727 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.