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

Wealth Management Solutions’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
Q1 		– Sell
-15,224
Closed -$451K – 126
2021
Q4 		$451K Buy
+15,224
New +$465K 0.23% 67

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HighTower Advisors
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MG
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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
Northwestern Mutual Wealth Management
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Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Wealth Management Solutions's SCHE Position: Q1 2022 in Review

Wealth Management Solutions sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q1 2022, closing a stake of 15,224 shares — an estimated $451K sold.

Wealth Management Solutions first reported a position in SCHE in Q4 2021 and held it in 1 quarter. The position peaked at $451K in Q4 2021. 717 funds tracked by Wall St. Rank hold SCHE as of Q1 2022.

  • Wealth Management Solutions reported no remaining Schwab Emerging Markets Equity ETF position as of Q1 2022 after selling out during the quarter.
  • Wealth Management Solutions sold 15,224 Schwab Emerging Markets Equity ETF shares in Q1 2022, an estimated $451K.
  • Wealth Management Solutions first reported a position in Schwab Emerging Markets Equity ETF in Q4 2021 and held it in 1 quarter.
  • Wealth Management Solutions's Schwab Emerging Markets Equity ETF position peaked at $451K in Q4 2021.
  • 717 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2022.

Based on Wealth Management Solutions's 13F filing for Q1 2022, filed 6 May 2022.