Claro Advisors’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Claro 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 Q2	–	Sell	-8,267	Closed	-$245K	–	316
2022 Q1	$245K	Hold	8,267	–	–	0.09%	228
2021 Q4	$245K	Buy	8,267 +277	+3%	+$8.46K	0.09%	228
2021 Q3	$244K	Buy	7,990 +741	+10%	+$23.2K	0.1%	207
2021 Q2	$238K	Buy	7,249 +39	+0.5%	+$1.26K	0.11%	201
2021 Q1	$229K	Sell	7,210 -611	-8%	-$19.9K	0.12%	188
2020 Q4	$240K	Hold	7,821	–	–	0.13%	177
2020 Q3	$209K	Buy	+7,821	New	+$209K	0.13%	183
2020 Q1	–	Sell	-7,821	Closed	-$214K	–	185
2019 Q4	$214K	Buy	+7,821	New	+$206K	0.16%	155
2019 Q1	–	Sell	-7,470	Closed	-$192K	–	785
2018 Q4	$192K	Buy	+7,470	New	+$181K	0.15%	139

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 $49.2B AUM 14.31% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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

Claro Advisors's SCHE Position: Q2 2022 in Review

Claro Advisors sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q2 2022, closing a stake of 8,267 shares — an estimated $245K sold.

Claro Advisors first reported a position in SCHE in Q4 2018 and held it in 9 quarters. The position peaked at $245K in Q1 2022. 718 funds tracked by Wall St. Rank hold SCHE as of Q2 2022.

Claro Advisors reported no remaining Schwab Emerging Markets Equity ETF position as of Q2 2022 after selling out during the quarter.
Claro Advisors sold 8,267 Schwab Emerging Markets Equity ETF shares in Q2 2022, an estimated $245K.
Claro Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q4 2018 and held it in 9 quarters.
Claro Advisors's Schwab Emerging Markets Equity ETF position peaked at $245K in Q1 2022.
718 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2022.

Based on Claro Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.