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

White Wing 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
2024
Q4 		– Sell
-7,052
Closed -$206K – 28
2024
Q3 		$206K Sell
7,052
-4,512
-39% -$122K 0.16% 28
2024
Q2 		$307K Sell
11,564
-47,905
-81% -$1.25M 0.25% 26
2024
Q1 		$1.51M Sell
59,469
-83,226
-58% -$2.05M 1.25% 16
2023
Q4 		$3.49M Buy
+142,695
New +$3.43M 3.21% 10

Other funds holding SCHE

Koshinski Asset Management
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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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

White Wing Wealth Management's SCHE Position: Q4 2024 in Review

White Wing Wealth Management sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q4 2024, closing a stake of 7,052 shares — an estimated $206K sold.

White Wing Wealth Management first reported a position in SCHE in Q4 2023 and held it in 4 quarters. The position peaked at $3.49M in Q4 2023. 758 funds tracked by Wall St. Rank hold SCHE as of Q4 2024.

  • White Wing Wealth Management reported no remaining Schwab Emerging Markets Equity ETF position as of Q4 2024 after selling out during the quarter.
  • White Wing Wealth Management sold 7,052 Schwab Emerging Markets Equity ETF shares in Q4 2024, an estimated $206K.
  • White Wing Wealth Management first reported a position in Schwab Emerging Markets Equity ETF in Q4 2023 and held it in 4 quarters.
  • White Wing Wealth Management's Schwab Emerging Markets Equity ETF position peaked at $3.49M in Q4 2023.
  • 758 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q4 2024.

Based on White Wing Wealth Management's 13F filing for Q4 2024, filed 3 Feb 2025.