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Brooks Moore & Associates’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Brooks Moore & Associates’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
-16,555
Closed -$544K – 99
2021
Q2 		$544K Buy
16,555
+1,050
+7% +$34.1K 0.35% 66
2021
Q1 		$493K Sell
15,505
-45
-0.3% -$1.47K 0.33% 66
2020
Q4 		$477K Buy
+15,550
New +$451K 0.37% 65

Other funds holding SCHE

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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 $1.93B AUM

Brooks Moore & Associates's SCHE Position: Q3 2021 in Review

Brooks Moore & Associates sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q3 2021, closing a stake of 16,555 shares — an estimated $544K sold.

Brooks Moore & Associates first reported a position in SCHE in Q4 2020 and held it in 3 quarters. The position peaked at $544K in Q2 2021. 676 funds tracked by Wall St. Rank hold SCHE as of Q3 2021.

  • Brooks Moore & Associates reported no remaining Schwab Emerging Markets Equity ETF position as of Q3 2021 after selling out during the quarter.
  • Brooks Moore & Associates sold 16,555 Schwab Emerging Markets Equity ETF shares in Q3 2021, an estimated $544K.
  • Brooks Moore & Associates first reported a position in Schwab Emerging Markets Equity ETF in Q4 2020 and held it in 3 quarters.
  • Brooks Moore & Associates's Schwab Emerging Markets Equity ETF position peaked at $544K in Q2 2021.
  • 676 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2021.

Based on Brooks Moore & Associates's 13F filing for Q3 2021, filed 8 Nov 2021.