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

WT 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
2022 Q4	–	Sell	-32,959	Closed	-$738K	–	104
2022 Q3	$738K	Sell	32,959 -22,374	-40%	-$553K	0.37%	69
2022 Q2	$1.4M	Sell	55,333 -29,009	-34%	-$758K	0.69%	43
2022 Q1	$2.34M	Buy	84,342 +4,034	+5%	+$117K	0.9%	33
2021 Q4	$2.38M	Buy	80,308 +2,098	+3%	+$64.1K	0.87%	36
2021 Q3	$2.38M	Buy	78,210 +10,611	+16%	+$332K	0.92%	27
2021 Q2	$2.22M	Buy	67,599 +7,702	+13%	+$250K	0.9%	27
2021 Q1	$1.9M	Sell	59,897 -32,559	-35%	-$1.06M	0.88%	30
2020 Q4	$2.83M	Sell	92,456 -3,512	-4%	-$102K	1.55%	10
2020 Q3	$2.57M	Buy	95,968 +11,193	+13%	+$299K	1.7%	15
2020 Q2	$2.06M	Buy	84,775 +2,589	+3%	+$58.8K	1.66%	14
2020 Q1	$1.7M	Sell	82,186 -7,552	-8%	-$189K	1.79%	15
2019 Q4	$2.46M	Buy	89,738 +14,648	+20%	+$386K	1.87%	12
2019 Q3	$1.89M	Buy	+75,090	New	+$1.91M	1.64%	14

Other funds holding SCHE

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

WT Wealth Management's SCHE Position: Q4 2022 in Review

WT Wealth Management sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q4 2022, closing a stake of 32,959 shares — an estimated $738K sold.

WT Wealth Management first reported a position in SCHE in Q3 2019 and held it in 13 quarters. The position peaked at $2.83M in Q4 2020. 712 funds tracked by Wall St. Rank hold SCHE as of Q4 2022.

WT Wealth Management reported no remaining Schwab Emerging Markets Equity ETF position as of Q4 2022 after selling out during the quarter.
WT Wealth Management sold 32,959 Schwab Emerging Markets Equity ETF shares in Q4 2022, an estimated $738K.
WT Wealth Management first reported a position in Schwab Emerging Markets Equity ETF in Q3 2019 and held it in 13 quarters.
WT Wealth Management's Schwab Emerging Markets Equity ETF position peaked at $2.83M in Q4 2020.
712 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q4 2022.

Based on WT Wealth Management's 13F filing for Q4 2022, filed 20 Jan 2023.