BRR OpCo’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

BRR OpCo’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	$390K	Buy	17,427 +5,389	+45%	+$133K	0.05%	151
2022 Q2	$306K	Sell	12,038 -797	-6%	-$20.8K	0.04%	154
2022 Q1	$356K	Buy	12,835 +1,582	+14%	+$45.8K	0.04%	155
2021 Q4	$333K	Buy	11,253 +4,008	+55%	+$122K	0.04%	166
2021 Q3	$221K	Buy	7,245 +685	+10%	+$21.4K	0.03%	202
2021 Q2	$216K	Buy	+6,560	New	+$213K	0.02%	215
2016 Q1	–	Sell	-516,478	Closed	-$10.1M	–	111
2015 Q4	$10.1M	Buy	+516,478	New	+$10.8M	3.71%	6

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

BRR OpCo's SCHE Position: Q3 2022 in Review

BRR OpCo increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 45% in Q3 2022, buying an estimated $133K and bringing the position to 17,427 shares worth $390K. The position accounts for 0.05% of the portfolio, ranked #151.

BRR OpCo first reported a position in SCHE in Q4 2015 and has held it in 7 quarters since. The position peaked at $10.1M in Q4 2015. 676 funds tracked by Wall St. Rank hold SCHE as of Q3 2022.

BRR OpCo held 17,427 shares of Schwab Emerging Markets Equity ETF worth $390K as of Q3 2022.
BRR OpCo bought 5,389 Schwab Emerging Markets Equity ETF shares in Q3 2022, an estimated $133K.
Schwab Emerging Markets Equity ETF made up 0.05% of BRR OpCo's portfolio in Q3 2022, its #151 holding.
BRR OpCo first reported a position in Schwab Emerging Markets Equity ETF in Q4 2015 and has held it in 7 quarters since.
BRR OpCo's Schwab Emerging Markets Equity ETF position peaked at $10.1M in Q4 2015.
676 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2022.

Based on BRR OpCo's 13F filing for Q3 2022, filed 8 Nov 2022.