Arkadios Wealth Advisors’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Arkadios Wealth Advisors’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
2021 Q4	–	Sell	-1,455	Closed	-$44K	–	1553
2021 Q3	$44K	Sell	1,455 -1,109	-43%	-$34.7K	0.01%	924
2021 Q2	$84K	Buy	2,564 +2,239	+689%	+$72.6K	0.01%	775
2021 Q1	$10K	Buy	325 +73	+29%	+$2.38K	﹤0.01%	1200
2020 Q4	$7K	Sell	252 -673	-73%	-$19.5K	﹤0.01%	1050
2020 Q3	$25.6K	Sell	925 -818	-47%	-$21.9K	0.01%	549
2020 Q2	$45.9K	Buy	+1,743	New	+$39.6K	0.03%	390
2020 Q1	–	Sell	-103	Closed	-$2.77K	–	1283
2019 Q4	$2.77K	Buy	+103	New	+$2.71K	﹤0.01%	780

Other funds holding SCHE

CSIA

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Mather Group Chicago, Illinois $10B AUM 15.14% 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

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

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

Hamilton Capital Columbus, Ohio $1.93B AUM

Arkadios Wealth Advisors's SCHE Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q4 2021, closing a stake of 1,455 shares — an estimated $44K sold.

Arkadios Wealth Advisors first reported a position in SCHE in Q4 2019 and held it in 7 quarters. The position peaked at $84K in Q2 2021. 734 funds tracked by Wall St. Rank hold SCHE as of Q4 2021.

Arkadios Wealth Advisors reported no remaining Schwab Emerging Markets Equity ETF position as of Q4 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 1,455 Schwab Emerging Markets Equity ETF shares in Q4 2021, an estimated $44K.
Arkadios Wealth Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q4 2019 and held it in 7 quarters.
Arkadios Wealth Advisors's Schwab Emerging Markets Equity ETF position peaked at $84K in Q2 2021.
734 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.