WA
SCHE icon

Wambolt & Associates’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Wambolt & Associates’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
-10,024
Closed -$247K – 264
2023
Q1 		$247K Buy
+10,024
New +$248K 0.09% 230

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
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

Wambolt & Associates's SCHE Position: Q2 2023 in Review

Wambolt & Associates sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q2 2023, closing a stake of 10,024 shares — an estimated $247K sold.

Wambolt & Associates first reported a position in SCHE in Q1 2023 and held it in 1 quarter. The position peaked at $247K in Q1 2023. 705 funds tracked by Wall St. Rank hold SCHE as of Q2 2023.

  • Wambolt & Associates reported no remaining Schwab Emerging Markets Equity ETF position as of Q2 2023 after selling out during the quarter.
  • Wambolt & Associates sold 10,024 Schwab Emerging Markets Equity ETF shares in Q2 2023, an estimated $247K.
  • Wambolt & Associates first reported a position in Schwab Emerging Markets Equity ETF in Q1 2023 and held it in 1 quarter.
  • Wambolt & Associates's Schwab Emerging Markets Equity ETF position peaked at $247K in Q1 2023.
  • 705 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2023.

Based on Wambolt & Associates's 13F filing for Q2 2023, filed 3 Aug 2023.