Cetera Advisor Networks’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Cetera Advisor Networks’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
2024 Q1	$2.29M	Sell	90,794 -11,403	-11%	-$280K	0.01%	957
2023 Q4	$2.53M	Sell	102,197 -11,607	-10%	-$279K	0.01%	860
2023 Q3	$2.72M	Buy	113,804 +71,549	+169%	+$1.77M	0.02%	775
2023 Q2	$1.04M	Sell	42,255 -2,651	-6%	-$64.8K	0.01%	1239
2023 Q1	$1.1M	Buy	44,906 +280	+0.6%	+$6.94K	0.01%	1179
2022 Q4	$1.06M	Buy	44,626 +7,363	+20%	+$171K	0.01%	1163
2022 Q3	$835K	Buy	37,263 +908	+2%	+$22.4K	0.01%	965
2022 Q2	$923K	Buy	36,355 +441	+1%	+$11.5K	0.01%	924
2022 Q1	$997K	Buy	35,914 +8,835	+33%	+$256K	0.01%	909
2021 Q4	$802K	Buy	27,079 +6,698	+33%	+$205K	0.01%	1006
2021 Q3	$621K	Buy	20,381 +10,175	+100%	+$318K	0.01%	1094
2021 Q2	$336K	Buy	10,206 +1,879	+23%	+$60.9K	﹤0.01%	1434
2021 Q1	$265K	Buy	+8,327	New	+$271K	0.01%	1214
2020 Q3	–	Sell	-6,038	Closed	-$147K	–	2700
2020 Q2	$147K	Buy	+6,038	New	+$137K	﹤0.01%	1292
2020 Q1	–	Sell	-8,239	Closed	-$226K	–	1245
2019 Q4	$226K	Buy	8,239 +20	+0.2%	+$527	0.01%	1100
2019 Q3	$206K	Sell	8,219 -37	-0.4%	-$941	0.01%	1092
2019 Q2	$217K	Buy	8,256 +55	+0.7%	+$1.43K	0.01%	1056
2019 Q1	$213K	Buy	+8,201	New	+$208K	0.01%	1029
2018 Q4	–	Sell	-8,375	Closed	-$215K	–	1131
2018 Q3	$215K	Buy	+8,375	New	+$217K	0.01%	1015
2018 Q2	–	Sell	-9,074	Closed	-$260K	–	905
2018 Q1	$260K	Hold	9,074	–	–	0.01%	720
2017 Q4	$254K	Buy	+9,074	New	+$250K	0.01%	803

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 $171B AUM 24.68% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

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

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

Cetera Advisor Networks's SCHE Position: Q1 2024 in Review

Cetera Advisor Networks reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 11% in Q1 2024, selling an estimated $280K and leaving 90,794 shares worth $2.29M. The position accounts for 0.01% of the portfolio, ranked #957.

Cetera Advisor Networks first reported a position in SCHE in Q4 2017 and has held it in 21 quarters since. The position peaked at $2.72M in Q3 2023. 727 funds tracked by Wall St. Rank hold SCHE as of Q1 2024.

Cetera Advisor Networks held 90,794 shares of Schwab Emerging Markets Equity ETF worth $2.29M as of Q1 2024.
Cetera Advisor Networks sold 11,403 Schwab Emerging Markets Equity ETF shares in Q1 2024, an estimated $280K.
Schwab Emerging Markets Equity ETF made up 0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #957 holding.
Cetera Advisor Networks first reported a position in Schwab Emerging Markets Equity ETF in Q4 2017 and has held it in 21 quarters since.
Cetera Advisor Networks's Schwab Emerging Markets Equity ETF position peaked at $2.72M in Q3 2023.
727 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.