Vontobel Holding
SCHE icon

Vontobel Holding’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Vontobel Holding’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
-25,000
Closed -$635K – 1094
2022
Q2 		$635K Buy
+25,000
New +$653K 0.01% 650

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Envestnet Asset Management
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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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM

Vontobel Holding's SCHE Position: Q3 2022 in Review

Vontobel Holding sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q3 2022, closing a stake of 25,000 shares — an estimated $635K sold.

Vontobel Holding first reported a position in SCHE in Q2 2022 and held it in 1 quarter. The position peaked at $635K in Q2 2022. 676 funds tracked by Wall St. Rank hold SCHE as of Q3 2022.

  • Vontobel Holding reported no remaining Schwab Emerging Markets Equity ETF position as of Q3 2022 after selling out during the quarter.
  • Vontobel Holding sold 25,000 Schwab Emerging Markets Equity ETF shares in Q3 2022, an estimated $635K.
  • Vontobel Holding first reported a position in Schwab Emerging Markets Equity ETF in Q2 2022 and held it in 1 quarter.
  • Vontobel Holding's Schwab Emerging Markets Equity ETF position peaked at $635K in Q2 2022.
  • 676 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2022.

Based on Vontobel Holding's 13F filing for Q3 2022, filed 4 Nov 2022.