Acorn Financial Advisory Services’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Acorn Financial Advisory Services’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 Q1	–	Sell	-25,504	Closed	-$623K	–	245
2023 Q4	$623K	Sell	25,504 -1,389	-5%	-$33.4K	0.11%	115
2023 Q3	$642K	Buy	26,893 +6,464	+32%	+$160K	0.11%	115
2023 Q2	$503K	Buy	20,429 +997	+5%	+$24.4K	0.09%	131
2023 Q1	$476K	Buy	19,432 +268	+1%	+$6.64K	0.09%	125
2022 Q4	$454K	Buy	19,164 +117	+0.6%	+$2.72K	0.1%	122
2022 Q3	$432K	Buy	19,047 +218	+1%	+$5.39K	0.1%	133
2022 Q2	$477K	Buy	18,829 +102	+0.5%	+$2.67K	0.11%	118
2022 Q1	$523K	Buy	18,727 +4,868	+35%	+$141K	0.1%	128
2021 Q4	$410K	Buy	13,859 +1,181	+9%	+$36.1K	0.08%	154
2021 Q3	$382K	Buy	12,678 +2,478	+24%	+$77.4K	0.12%	152
2021 Q2	$337K	Buy	+10,200	New	+$331K	0.1%	180
2021 Q1	–	Sell	-13,971	Closed	-$425K	–	217
2020 Q4	$425K	Sell	13,971 -2,508	-15%	-$72.7K	0.17%	137
2020 Q3	$440K	Sell	16,479 -3,055	-16%	-$81.6K	0.23%	114
2020 Q2	$476K	Sell	19,534 -83	-0.4%	-$1.89K	0.33%	105
2020 Q1	$407K	Buy	19,617 +509	+3%	+$12.7K	0.4%	94
2019 Q4	$522K	Buy	+19,108	New	+$504K	0.44%	77

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 $147B AUM 18.73% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Acorn Financial Advisory Services's SCHE Position: Q1 2024 in Review

Acorn Financial Advisory Services sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q1 2024, closing a stake of 25,504 shares — an estimated $623K sold.

Acorn Financial Advisory Services first reported a position in SCHE in Q4 2019 and held it in 16 quarters. The position peaked at $642K in Q3 2023. 727 funds tracked by Wall St. Rank hold SCHE as of Q1 2024.

Acorn Financial Advisory Services reported no remaining Schwab Emerging Markets Equity ETF position as of Q1 2024 after selling out during the quarter.
Acorn Financial Advisory Services sold 25,504 Schwab Emerging Markets Equity ETF shares in Q1 2024, an estimated $623K.
Acorn Financial Advisory Services first reported a position in Schwab Emerging Markets Equity ETF in Q4 2019 and held it in 16 quarters.
Acorn Financial Advisory Services's Schwab Emerging Markets Equity ETF position peaked at $642K in Q3 2023.
727 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2024.

Based on Acorn Financial Advisory Services's 13F filing for Q1 2024, filed 8 May 2024.