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WR Wealth Planners’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

WR Wealth Planners’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 		$29.9K Buy
1,121
+31
+3% +$875 0.01% 390
2024
Q3 		$31.8K Buy
+1,090
New +$29.5K 0.01% 411
2023
Q3 		– Sell
-197
Closed -$4.86K – 940
2023
Q2 		$4.86K Buy
+197
New +$4.81K ﹤0.01% 682

Other funds holding SCHE

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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
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

WR Wealth Planners's SCHE Position: Q4 2024 in Review

WR Wealth Planners increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 2.8% in Q4 2024, buying an estimated $875 and bringing the position to 1,121 shares worth $29.9K. The position accounts for 0.01% of the portfolio, ranked #390.

WR Wealth Planners first reported a position in SCHE in Q2 2023 and has held it in 3 quarters since. The position peaked at $31.8K in Q3 2024. 758 funds tracked by Wall St. Rank hold SCHE as of Q4 2024.

  • WR Wealth Planners held 1,121 shares of Schwab Emerging Markets Equity ETF worth $29.9K as of Q4 2024.
  • WR Wealth Planners bought 31 Schwab Emerging Markets Equity ETF shares in Q4 2024, an estimated $875.
  • Schwab Emerging Markets Equity ETF made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #390 holding.
  • WR Wealth Planners first reported a position in Schwab Emerging Markets Equity ETF in Q2 2023 and has held it in 3 quarters since.
  • WR Wealth Planners's Schwab Emerging Markets Equity ETF position peaked at $31.8K in Q3 2024.
  • 758 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.