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Affiance Financial’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Affiance Financial’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
-352
Closed -$8.33K – 356
2022
Q4 		$8.33K Buy
+352
New +$8.19K ﹤0.01% 312

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Financial Engines Advisors
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Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

Affiance Financial's SCHE Position: Q1 2023 in Review

Affiance Financial sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q1 2023, closing a stake of 352 shares — an estimated $8.33K sold.

Affiance Financial first reported a position in SCHE in Q4 2022 and held it in 1 quarter. The position peaked at $8.33K in Q4 2022. 694 funds tracked by Wall St. Rank hold SCHE as of Q1 2023.

  • Affiance Financial reported no remaining Schwab Emerging Markets Equity ETF position as of Q1 2023 after selling out during the quarter.
  • Affiance Financial sold 352 Schwab Emerging Markets Equity ETF shares in Q1 2023, an estimated $8.33K.
  • Affiance Financial first reported a position in Schwab Emerging Markets Equity ETF in Q4 2022 and held it in 1 quarter.
  • Affiance Financial's Schwab Emerging Markets Equity ETF position peaked at $8.33K in Q4 2022.
  • 694 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2023.

Based on Affiance Financial's 13F filing for Q1 2023, filed 18 Apr 2023.