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Venturi Wealth Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Venturi 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
Q3 		– Sell
-16,000
Closed -$406K – 338
2022
Q2 		$406K Buy
+16,000
New +$418K 0.04% 242

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HC
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Venturi Wealth Management's SCHE Position: Q3 2022 in Review

Venturi Wealth Management sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q3 2022, closing a stake of 16,000 shares — an estimated $406K sold.

Venturi Wealth Management first reported a position in SCHE in Q2 2022 and held it in 1 quarter. The position peaked at $406K in Q2 2022. 676 funds tracked by Wall St. Rank hold SCHE as of Q3 2022.

  • Venturi Wealth Management reported no remaining Schwab Emerging Markets Equity ETF position as of Q3 2022 after selling out during the quarter.
  • Venturi Wealth Management sold 16,000 Schwab Emerging Markets Equity ETF shares in Q3 2022, an estimated $406K.
  • Venturi Wealth Management first reported a position in Schwab Emerging Markets Equity ETF in Q2 2022 and held it in 1 quarter.
  • Venturi Wealth Management's Schwab Emerging Markets Equity ETF position peaked at $406K in Q2 2022.
  • 676 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2022.

Based on Venturi Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.