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

Bedel Financial Consulting’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 Q2	–	Sell	-5,380	Closed	-$149K	–	750
2022 Q1	$149K	Buy	5,380 +1	+0%	+$29	0.05%	221
2021 Q4	$159K	Buy	5,379 +65	+1%	+$1.99K	0.05%	216
2021 Q3	$162K	Sell	5,314 -243	-4%	-$7.59K	0.06%	208
2021 Q2	$183K	Buy	5,557 +19	+0.3%	+$616	0.06%	187
2021 Q1	$176K	Buy	5,538 +3,001	+118%	+$97.7K	0.07%	182
2020 Q4	$78K	Buy	2,537 +4	+0.2%	+$116	0.03%	258
2020 Q3	$68K	Hold	2,533	–	–	0.03%	261
2020 Q2	$62K	Buy	2,533 +34	+1%	+$773	0.03%	259
2020 Q1	$52K	Hold	2,499	–	–	0.03%	261
2019 Q4	$68K	Buy	2,499 +6	+0.2%	+$158	0.04%	254
2019 Q3	$63K	Sell	2,493 -203	-8%	-$5.17K	0.04%	259
2019 Q2	$71K	Buy	2,696 +745	+38%	+$19.3K	0.04%	241
2019 Q1	$51K	Buy	1,951 +534	+38%	+$13.5K	0.03%	275
2018 Q4	$33K	Hold	1,417	–	–	0.02%	301
2018 Q3	$35K	Buy	1,417 +761	+116%	+$19.7K	0.02%	314
2018 Q2	$17K	Buy	656 +509	+346%	+$14K	0.01%	401
2018 Q1	$4K	Buy	+147	New	+$4.31K	﹤0.01%	577

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 $56.3B AUM 17.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

Bedel Financial Consulting's SCHE Position: Q2 2022 in Review

Bedel Financial Consulting sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q2 2022, closing a stake of 5,380 shares — an estimated $149K sold.

Bedel Financial Consulting first reported a position in SCHE in Q1 2018 and held it in 17 quarters. The position peaked at $183K in Q2 2021. 719 funds tracked by Wall St. Rank hold SCHE as of Q2 2022.

Bedel Financial Consulting reported no remaining Schwab Emerging Markets Equity ETF position as of Q2 2022 after selling out during the quarter.
Bedel Financial Consulting sold 5,380 Schwab Emerging Markets Equity ETF shares in Q2 2022, an estimated $149K.
Bedel Financial Consulting first reported a position in Schwab Emerging Markets Equity ETF in Q1 2018 and held it in 17 quarters.
Bedel Financial Consulting's Schwab Emerging Markets Equity ETF position peaked at $183K in Q2 2021.
719 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.