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Blooom Inc’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Blooom Inc’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
Q3 		– Sell
-5,937
Closed -$255K – 52
2021
Q2 		$255K Buy
5,937
+1,104
+23% +$35.8K 0.19% 41
2021
Q1 		$224K Buy
+4,833
New +$157K 0.18% 40

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Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $2.02B AUM

Blooom Inc's SCHE Position: Q3 2021 in Review

Blooom Inc sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q3 2021, closing a stake of 5,937 shares — an estimated $255K sold.

Blooom Inc first reported a position in SCHE in Q1 2021 and held it in 2 quarters. The position peaked at $255K in Q2 2021. 677 funds tracked by Wall St. Rank hold SCHE as of Q3 2021.

  • Blooom Inc reported no remaining Schwab Emerging Markets Equity ETF position as of Q3 2021 after selling out during the quarter.
  • Blooom Inc sold 5,937 Schwab Emerging Markets Equity ETF shares in Q3 2021, an estimated $255K.
  • Blooom Inc first reported a position in Schwab Emerging Markets Equity ETF in Q1 2021 and held it in 2 quarters.
  • Blooom Inc's Schwab Emerging Markets Equity ETF position peaked at $255K in Q2 2021.
  • 677 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2021.

Based on Blooom Inc's 13F filing for Q3 2021, filed 19 Oct 2021.