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

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Financial Engines Advisors

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Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Mather Group Chicago, Illinois $10B AUM 15.14% 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

Northwestern Mutual Wealth Management

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

Wealth Enhancement Advisory Services

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