Advisory Services & Investments’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Advisory Services & Investments’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 Q3	–	Sell	-23,963	Closed	-$608K	–	39
2022 Q2	$608K	Sell	23,963 -158,312	-87%	-$4.14M	0.58%	33
2022 Q1	$5.06M	Buy	182,275 +34	+0%	+$984	4.1%	7
2021 Q4	$5.4M	Sell	182,241 -602	-0.3%	-$18.4K	3.45%	8
2021 Q3	$5.57M	Buy	182,843 +8,853	+5%	+$277K	3.66%	8
2021 Q2	$5.72M	Sell	173,990 -575	-0.3%	-$18.7K	4.17%	7
2021 Q1	$5.55M	Buy	+174,565	New	+$5.69M	4.51%	8

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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

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

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

Hamilton Capital Columbus, Ohio $2.02B AUM

Advisory Services & Investments's SCHE Position: Q3 2022 in Review

Advisory Services & Investments sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q3 2022, closing a stake of 23,963 shares — an estimated $608K sold.

Advisory Services & Investments first reported a position in SCHE in Q1 2021 and held it in 6 quarters. The position peaked at $5.72M in Q2 2021. 677 funds tracked by Wall St. Rank hold SCHE as of Q3 2022.

Advisory Services & Investments reported no remaining Schwab Emerging Markets Equity ETF position as of Q3 2022 after selling out during the quarter.
Advisory Services & Investments sold 23,963 Schwab Emerging Markets Equity ETF shares in Q3 2022, an estimated $608K.
Advisory Services & Investments first reported a position in Schwab Emerging Markets Equity ETF in Q1 2021 and held it in 6 quarters.
Advisory Services & Investments's Schwab Emerging Markets Equity ETF position peaked at $5.72M in Q2 2021.
677 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2022.

Based on Advisory Services & Investments's 13F filing for Q3 2022, filed 13 Oct 2022.