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

Baron Financial Group’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	-728	Closed	-$18.5K	–	168
2022 Q2	$18.5K	Hold	728	–	–	0.01%	127
2022 Q1	$20.2K	Hold	728	–	–	0.01%	133
2021 Q4	$21.6K	Hold	728	–	–	0.01%	137
2021 Q3	$22.2K	Hold	728	–	–	0.01%	135
2021 Q2	$23.9K	Hold	728	–	–	0.01%	134
2021 Q1	$23.1K	Hold	728	–	–	0.02%	134
2020 Q4	$22.3K	Hold	728	–	–	0.02%	132
2020 Q3	$19.5K	Buy	+728	New	+$19.4K	0.02%	139

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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

Hamilton Capital Columbus, Ohio $1.93B AUM

Baron Financial Group's SCHE Position: Q3 2022 in Review

Baron Financial Group sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q3 2022, closing a stake of 728 shares — an estimated $18.5K sold.

Baron Financial Group first reported a position in SCHE in Q3 2020 and held it in 8 quarters. The position peaked at $23.9K in Q2 2021. 676 funds tracked by Wall St. Rank hold SCHE as of Q3 2022.

Baron Financial Group reported no remaining Schwab Emerging Markets Equity ETF position as of Q3 2022 after selling out during the quarter.
Baron Financial Group sold 728 Schwab Emerging Markets Equity ETF shares in Q3 2022, an estimated $18.5K.
Baron Financial Group first reported a position in Schwab Emerging Markets Equity ETF in Q3 2020 and held it in 8 quarters.
Baron Financial Group's Schwab Emerging Markets Equity ETF position peaked at $23.9K in Q2 2021.
676 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2022.

Based on Baron Financial Group's 13F filing for Q3 2022, filed 3 Nov 2022.