Capital Directions Investment Advisors’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Capital Directions Investment 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
2022 Q4	$2.04K	Buy	+86	New	+$2K	﹤0.01%	227
2022 Q3	–	Sell	-86	Closed	-$2.13K	–	209
2022 Q2	$2K	Hold	86	–	–	﹤0.01%	242
2022 Q1	$2K	Buy	+86	New	+$2.49K	﹤0.01%	262
2020 Q2	–	Sell	-875	Closed	-$18K	–	239
2020 Q1	$18K	Sell	875 -172	-16%	-$4.3K	0.01%	174
2019 Q4	$29K	Buy	1,047 +172	+20%	+$4.53K	0.01%	169
2019 Q3	$22K	Sell	875 -54	-6%	-$1.37K	0.01%	183
2019 Q2	$24K	Hold	929	–	–	0.01%	72
2019 Q1	$24K	Hold	929	–	–	0.01%	76
2018 Q4	$22K	Buy	929 +1	+0.1%	+$24	0.01%	81
2018 Q3	$24K	Buy	928 +53	+6%	+$1.37K	0.01%	111
2018 Q2	$23K	Sell	875 -578	-40%	-$15.9K	0.01%	104
2018 Q1	$42K	Buy	1,453 +1	+0.1%	+$29	0.01%	74
2017 Q4	$41K	Buy	1,452 +52	+4%	+$1.43K	0.01%	73
2017 Q3	$38K	Buy	1,400 +525	+60%	+$13.9K	0.01%	77
2017 Q2	$22K	Hold	875	–	–	0.01%	76
2017 Q1	$21K	Buy	+875	New	+$20.4K	0.01%	71
2016 Q1	–	Sell	-72	Closed	-$1K	–	64
2015 Q4	$1K	Hold	72	–	–	﹤0.01%	74
2015 Q3	$2K	Hold	72	–	–	﹤0.01%	60
2015 Q2	$2K	Hold	72	–	–	﹤0.01%	58
2015 Q1	$2K	Hold	72	–	–	﹤0.01%	77
2014 Q4	$2K	Hold	72	–	–	﹤0.01%	70
2014 Q3	$2K	Hold	72	–	–	﹤0.01%	68
2014 Q2	$2K	Hold	72	–	–	﹤0.01%	65
2014 Q1	$2K	Hold	72	–	–	﹤0.01%	59
2013 Q4	$2K	Sell	72 -190	-73%	-$4.77K	﹤0.01%	60
2013 Q3	$6K	Sell	262 -192	-42%	-$4.6K	﹤0.01%	59
2013 Q2	$11K	Buy	+454	New	+$11.3K	0.01%	57

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Capital Directions Investment Advisors's SCHE Position: Q4 2022 in Review

Capital Directions Investment Advisors opened a new position in Schwab Emerging Markets Equity ETF (SCHE) in Q4 2022: 86 shares worth $2.04K. The stake represents ﹤0.01% of the portfolio and ranks #227 among its holdings. This is a return to the name: Capital Directions Investment Advisors previously reported a position in SCHE as recently as Q2 2022.

Capital Directions Investment Advisors first reported a position in SCHE in Q2 2013 and has held it in 27 quarters since. The position peaked at $42K in Q1 2018. 712 funds tracked by Wall St. Rank hold SCHE as of Q4 2022.

Capital Directions Investment Advisors held 86 shares of Schwab Emerging Markets Equity ETF worth $2.04K as of Q4 2022.
Schwab Emerging Markets Equity ETF was a new Capital Directions Investment Advisors position in Q4 2022.
Schwab Emerging Markets Equity ETF made up ﹤0.01% of Capital Directions Investment Advisors's portfolio in Q4 2022, its #227 holding.
Capital Directions Investment Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q2 2013 and has held it in 27 quarters since.
Capital Directions Investment Advisors's Schwab Emerging Markets Equity ETF position peaked at $42K in Q1 2018.
712 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q4 2022.

Based on Capital Directions Investment Advisors's 13F filing for Q4 2022, filed 1 Feb 2023.