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

Centaurus Financial’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 Q1	–	Sell	-4,511	Closed	-$134K	–	971
2021 Q4	$134K	Hold	4,511	–	–	0.01%	804
2021 Q3	$137K	Sell	4,511 -1,040	-19%	-$32.5K	0.01%	761
2021 Q2	$183K	Buy	5,551 +1,413	+34%	+$45.8K	0.02%	696
2021 Q1	$132K	Buy	4,138 +150	+4%	+$4.88K	0.01%	713
2020 Q4	$122K	Buy	3,988 +111	+3%	+$3.22K	0.01%	697
2020 Q3	$104K	Buy	+3,877	New	+$104K	0.01%	617
2018 Q3	–	Sell	-4,807	Closed	-$124K	–	1760
2018 Q2	$124K	Buy	+4,807	New	+$132K	0.02%	642

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Centaurus Financial's SCHE Position: Q1 2022 in Review

Centaurus Financial sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q1 2022, closing a stake of 4,511 shares — an estimated $134K sold.

Centaurus Financial first reported a position in SCHE in Q2 2018 and held it in 7 quarters. The position peaked at $183K in Q2 2021. 718 funds tracked by Wall St. Rank hold SCHE as of Q1 2022.

Centaurus Financial reported no remaining Schwab Emerging Markets Equity ETF position as of Q1 2022 after selling out during the quarter.
Centaurus Financial sold 4,511 Schwab Emerging Markets Equity ETF shares in Q1 2022, an estimated $134K.
Centaurus Financial first reported a position in Schwab Emerging Markets Equity ETF in Q2 2018 and held it in 7 quarters.
Centaurus Financial's Schwab Emerging Markets Equity ETF position peaked at $183K in Q2 2021.
718 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2022.

Based on Centaurus Financial's 13F filing for Q1 2022, filed 13 May 2022.