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Ahrens Investment Partners’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Ahrens Investment Partners’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 		$3.4K Buy
+139
New +$3.44K ﹤0.01% 823
2022
Q3 		– Sell
-135
Closed -$3K – 755
2022
Q2 		$3K Hold
135
– – ﹤0.01% 844
2022
Q1 		$4K Hold
135
– – ﹤0.01% 888
2021
Q4 		$4K Buy
+135
New +$4.13K ﹤0.01% 913

Other funds holding SCHE

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM

Ahrens Investment Partners's SCHE Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in Schwab Emerging Markets Equity ETF (SCHE) in Q1 2023: 139 shares worth $3.4K. The stake represents ﹤0.01% of the portfolio and ranks #823 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in SCHE as recently as Q2 2022.

Ahrens Investment Partners first reported a position in SCHE in Q4 2021 and has held it in 4 quarters since. The position peaked at $4K in Q1 2022. 694 funds tracked by Wall St. Rank hold SCHE as of Q1 2023.

  • Ahrens Investment Partners held 139 shares of Schwab Emerging Markets Equity ETF worth $3.4K as of Q1 2023.
  • Schwab Emerging Markets Equity ETF was a new Ahrens Investment Partners position in Q1 2023.
  • Schwab Emerging Markets Equity ETF made up ﹤0.01% of Ahrens Investment Partners's portfolio in Q1 2023, its #823 holding.
  • Ahrens Investment Partners first reported a position in Schwab Emerging Markets Equity ETF in Q4 2021 and has held it in 4 quarters since.
  • Ahrens Investment Partners's Schwab Emerging Markets Equity ETF position peaked at $4K in Q1 2022.
  • 694 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.