WIC
SCHE icon

Woodmont Investment Counsel’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Woodmont Investment Counsel’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
Q1 		– Sell
-12,274
Closed -$291K – 259
2022
Q4 		$291K Buy
+12,274
New +$286K 0.03% 208
2021
Q3 		– Sell
-6,316
Closed -$208K – 210
2021
Q2 		$208K Sell
6,316
-50
-0.8% -$1.62K 0.03% 198
2021
Q1 		$202K Buy
+6,366
New +$207K 0.03% 187

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM

Woodmont Investment Counsel's SCHE Position: Q1 2023 in Review

Woodmont Investment Counsel sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q1 2023, closing a stake of 12,274 shares — an estimated $291K sold.

Woodmont Investment Counsel first reported a position in SCHE in Q1 2021 and held it in 3 quarters. The position peaked at $291K in Q4 2022. 694 funds tracked by Wall St. Rank hold SCHE as of Q1 2023.

  • Woodmont Investment Counsel reported no remaining Schwab Emerging Markets Equity ETF position as of Q1 2023 after selling out during the quarter.
  • Woodmont Investment Counsel sold 12,274 Schwab Emerging Markets Equity ETF shares in Q1 2023, an estimated $291K.
  • Woodmont Investment Counsel first reported a position in Schwab Emerging Markets Equity ETF in Q1 2021 and held it in 3 quarters.
  • Woodmont Investment Counsel's Schwab Emerging Markets Equity ETF position peaked at $291K in Q4 2022.
  • 694 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2023.

Based on Woodmont Investment Counsel's 13F filing for Q1 2023, filed 9 May 2023.