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True North Advisors’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

True North 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
2024
Q4 		– Sell
-10,490
Closed -$306K – 223
2024
Q3 		$306K Sell
10,490
-520
-5% -$14.1K 0.08% 132
2024
Q2 		$292K Buy
11,010
+779
+8% +$20.3K 0.08% 144
2024
Q1 		$258K Sell
10,231
-2,607
-20% -$64.1K 0.07% 163
2023
Q4 		$318K Buy
12,838
+2,122
+20% +$51K 0.08% 131
2023
Q3 		$257K Sell
10,716
-768
-7% -$19K 0.08% 163
2023
Q2 		$283K Buy
+11,484
New +$281K 0.08% 172
2022
Q4 		– Sell
-32,112
Closed -$719K – 192
2022
Q3 		$719K Buy
32,112
+9,695
+43% +$240K 0.24% 91
2022
Q2 		$568K Buy
22,417
+758
+3% +$19.8K 0.18% 110
2022
Q1 		$601K Buy
21,659
+3,889
+22% +$113K 0.16% 118
2021
Q4 		$526K Buy
17,770
+423
+2% +$12.9K 0.09% 155
2021
Q3 		$528K Buy
17,347
+7,761
+81% +$242K 0.1% 148
2021
Q2 		$315K Buy
+9,586
New +$311K 0.07% 181

Other funds holding SCHE

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

True North Advisors's SCHE Position: Q4 2024 in Review

True North Advisors sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q4 2024, closing a stake of 10,490 shares — an estimated $306K sold.

True North Advisors first reported a position in SCHE in Q2 2021 and held it in 12 quarters. The position peaked at $719K in Q3 2022. 758 funds tracked by Wall St. Rank hold SCHE as of Q4 2024.

  • True North Advisors reported no remaining Schwab Emerging Markets Equity ETF position as of Q4 2024 after selling out during the quarter.
  • True North Advisors sold 10,490 Schwab Emerging Markets Equity ETF shares in Q4 2024, an estimated $306K.
  • True North Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q2 2021 and held it in 12 quarters.
  • True North Advisors's Schwab Emerging Markets Equity ETF position peaked at $719K in Q3 2022.
  • 758 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q4 2024.

Based on True North Advisors's 13F filing for Q4 2024, filed 17 Jan 2025.