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Whitegate Investment Counselors’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Whitegate Investment Counselors’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
2021
Q4 		– Sell
-15,088
Closed -$460K – 174
2021
Q3 		$460K Sell
15,088
-11,268
-43% -$352K 0.07% 162
2021
Q2 		$867K Buy
26,356
+23
+0.1% +$746 0.12% 131
2021
Q1 		$837K Buy
26,333
+469
+2% +$15.3K 0.13% 127
2020
Q4 		$793K Sell
25,864
-461
-2% -$13.4K 0.13% 122
2020
Q3 		$704K Sell
26,325
-54
-0.2% -$1.44K 0.13% 119
2020
Q2 		$642K Sell
26,379
-18,344
-41% -$417K 0.13% 122
2020
Q1 		$925K Sell
44,723
-1,223
-3% -$30.6K 0.22% 92
2019
Q4 		$1.26M Buy
45,946
+1,075
+2% +$28.3K 0.23% 93
2019
Q3 		$1.13M Buy
44,871
+418
+0.9% +$10.6K 0.22% 95
2019
Q2 		$1.17M Buy
44,453
+8,181
+23% +$212K 0.23% 93
2019
Q1 		$944K Buy
36,272
+9,738
+37% +$247K 0.2% 99
2018
Q4 		$624K Buy
+26,534
New +$643K 0.14% 115
2018
Q2 		– Sell
-13,270
Closed -$381K – 200
2018
Q1 		$381K Buy
13,270
+1,103
+9% +$32.3K 0.08% 143
2017
Q4 		$340K Sell
12,167
-24
-0.2% -$662 0.07% 148
2017
Q3 		$328K Buy
12,191
+4,059
+50% +$107K 0.07% 147
2017
Q2 		$202K Buy
+8,132
New +$200K 0.05% 171

Other funds holding SCHE

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 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
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

Whitegate Investment Counselors's SCHE Position: Q4 2021 in Review

Whitegate Investment Counselors sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q4 2021, closing a stake of 15,088 shares — an estimated $460K sold.

Whitegate Investment Counselors first reported a position in SCHE in Q2 2017 and held it in 16 quarters. The position peaked at $1.26M in Q4 2019. 734 funds tracked by Wall St. Rank hold SCHE as of Q4 2021.

  • Whitegate Investment Counselors reported no remaining Schwab Emerging Markets Equity ETF position as of Q4 2021 after selling out during the quarter.
  • Whitegate Investment Counselors sold 15,088 Schwab Emerging Markets Equity ETF shares in Q4 2021, an estimated $460K.
  • Whitegate Investment Counselors first reported a position in Schwab Emerging Markets Equity ETF in Q2 2017 and held it in 16 quarters.
  • Whitegate Investment Counselors's Schwab Emerging Markets Equity ETF position peaked at $1.26M in Q4 2019.
  • 734 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q4 2021.

Based on Whitegate Investment Counselors's 13F filing for Q4 2021, filed 3 Feb 2022.