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

BDO 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
2023 Q2	$22K	Hold	892	–	–	﹤0.01%	562
2023 Q1	$21.9K	Hold	892	–	–	﹤0.01%	573
2022 Q4	$21.1K	Hold	892	–	–	﹤0.01%	570
2022 Q3	$20K	Hold	892	–	–	﹤0.01%	575
2022 Q2	$23K	Hold	892	–	–	﹤0.01%	535
2022 Q1	$25K	Hold	892	–	–	﹤0.01%	567
2021 Q4	$26K	Hold	892	–	–	﹤0.01%	577
2021 Q3	$27K	Hold	892	–	–	﹤0.01%	551
2021 Q2	$29K	Hold	892	–	–	﹤0.01%	550
2021 Q1	$28K	Buy	892 +100	+13%	+$3.26K	﹤0.01%	556
2020 Q4	$24K	Hold	792	–	–	﹤0.01%	438
2020 Q3	$21K	Sell	792 -250	-24%	-$6.68K	﹤0.01%	419
2020 Q2	$25K	Hold	1,042	–	–	﹤0.01%	401
2020 Q1	$22K	Buy	1,042 +742	+247%	+$18.6K	﹤0.01%	439
2019 Q4	$8K	Hold	300	–	–	﹤0.01%	448
2019 Q3	$8K	Buy	+300	New	+$7.63K	﹤0.01%	470
2019 Q1	–	Sell	-1,339	Closed	-$32K	–	659
2018 Q4	$32K	Sell	1,339 -297	-18%	-$7.2K	0.01%	298
2018 Q3	$42K	Hold	1,636	–	–	0.01%	308
2018 Q2	$42K	Buy	+1,636	New	+$45K	0.01%	317

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

BCIM

Bishop & Co Investment Management Erie, Pennsylvania $292M AUM 14.59% 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

SAG

SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return

BDO Wealth Advisors's SCHE Position: Q2 2023 in Review

BDO Wealth Advisors held its Schwab Emerging Markets Equity ETF (SCHE) position steady in Q2 2023 at 892 shares worth $22K. The position accounts for ﹤0.01% of the portfolio, ranked #562.

BDO Wealth Advisors first reported a position in SCHE in Q2 2018 and has held it in 19 quarters since. The position peaked at $42K in Q3 2018. 705 funds tracked by Wall St. Rank hold SCHE as of Q2 2023.

BDO Wealth Advisors held 892 shares of Schwab Emerging Markets Equity ETF worth $22K as of Q2 2023.
BDO Wealth Advisors left its Schwab Emerging Markets Equity ETF share count unchanged in Q2 2023.
Schwab Emerging Markets Equity ETF made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #562 holding.
BDO Wealth Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q2 2018 and has held it in 19 quarters since.
BDO Wealth Advisors's Schwab Emerging Markets Equity ETF position peaked at $42K in Q3 2018.
705 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.