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

TrueWealth 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
Q1 		– Sell
-8,148
Closed -$202K – 213
2023
Q4 		$202K Sell
8,148
-2,748
-25% -$66.1K 0.08% 193
2023
Q3 		$261K Sell
10,896
-8,167
-43% -$202K 0.11% 150
2023
Q2 		$470K Buy
19,063
+2,171
+13% +$53K 0.19% 87
2023
Q1 		$414K Buy
16,892
+718
+4% +$17.8K 0.17% 94
2022
Q4 		$383K Buy
16,174
+331
+2% +$7.71K 0.17% 103
2022
Q3 		$355K Sell
15,843
-4,283
-21% -$106K 0.17% 98
2022
Q2 		$511K Sell
20,126
-59,851
-75% -$1.56M 0.24% 84
2022
Q1 		$2.37M Hold
79,977
– – 1.06% 25
2021
Q4 		$2.37M Sell
79,977
-1,376
-2% -$42K 1.06% 25
2021
Q3 		$2.48M Sell
81,353
-32,031
-28% -$1M 1.4% 18
2021
Q2 		$3.73M Buy
113,384
+15,499
+16% +$503K 2.18% 14
2021
Q1 		$3.12M Buy
97,885
+25,590
+35% +$833K 2.03% 13
2020
Q4 		$2.29M Buy
+72,295
New +$2.1M 1.97% 14

Other funds holding SCHE

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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
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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

TrueWealth Advisors's SCHE Position: Q1 2024 in Review

TrueWealth Advisors sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q1 2024, closing a stake of 8,148 shares — an estimated $202K sold.

TrueWealth Advisors first reported a position in SCHE in Q4 2020 and held it in 13 quarters. The position peaked at $3.73M in Q2 2021. 727 funds tracked by Wall St. Rank hold SCHE as of Q1 2024.

  • TrueWealth Advisors reported no remaining Schwab Emerging Markets Equity ETF position as of Q1 2024 after selling out during the quarter.
  • TrueWealth Advisors sold 8,148 Schwab Emerging Markets Equity ETF shares in Q1 2024, an estimated $202K.
  • TrueWealth Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q4 2020 and held it in 13 quarters.
  • TrueWealth Advisors's Schwab Emerging Markets Equity ETF position peaked at $3.73M in Q2 2021.
  • 727 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2024.

Based on TrueWealth Advisors's 13F filing for Q1 2024, filed 23 Apr 2024.