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VitalStone Financial’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

VitalStone Financial’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
2023
Q2 		– Sell
-577
Closed -$17K – 1031
2023
Q1 		$17K Buy
+577
New +$14.3K 0.01% 179

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Charles Schwab
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BCIM
Bishop & Co Investment Management Erie, Pennsylvania $292M AUM 14.59% 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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return

VitalStone Financial's SCHE Position: Q2 2023 in Review

VitalStone Financial sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q2 2023, closing a stake of 577 shares — an estimated $17K sold.

VitalStone Financial first reported a position in SCHE in Q1 2023 and held it in 1 quarter. The position peaked at $17K in Q1 2023. 705 funds tracked by Wall St. Rank hold SCHE as of Q2 2023.

  • VitalStone Financial reported no remaining Schwab Emerging Markets Equity ETF position as of Q2 2023 after selling out during the quarter.
  • VitalStone Financial sold 577 Schwab Emerging Markets Equity ETF shares in Q2 2023, an estimated $17K.
  • VitalStone Financial first reported a position in Schwab Emerging Markets Equity ETF in Q1 2023 and held it in 1 quarter.
  • VitalStone Financial's Schwab Emerging Markets Equity ETF position peaked at $17K in Q1 2023.
  • 705 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2023.

Based on VitalStone Financial's 13F filing for Q2 2023, filed 21 Aug 2023.