Comprehensive Financial Consultants Institutional’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Comprehensive Financial Consultants Institutional’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	-30	Closed	–	–	427
2021 Q4	$0	Buy	+30	New	+$917	﹤0.01%	506

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

Mather Group Chicago, Illinois $10B AUM 15.14% 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

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

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

Comprehensive Financial Consultants Institutional's SCHE Position: Q1 2022 in Review

Comprehensive Financial Consultants Institutional sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q1 2022, closing a stake of 30 shares.

Comprehensive Financial Consultants Institutional first reported a position in SCHE in Q4 2021 and held it in 1 quarter. The position peaked at $0 in Q4 2021. 717 funds tracked by Wall St. Rank hold SCHE as of Q1 2022.

Comprehensive Financial Consultants Institutional reported no remaining Schwab Emerging Markets Equity ETF position as of Q1 2022 after selling out during the quarter.
Comprehensive Financial Consultants Institutional sold 30 Schwab Emerging Markets Equity ETF shares in Q1 2022.
Comprehensive Financial Consultants Institutional first reported a position in Schwab Emerging Markets Equity ETF in Q4 2021 and held it in 1 quarter.
Comprehensive Financial Consultants Institutional's Schwab Emerging Markets Equity ETF position peaked at $0 in Q4 2021.
717 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2022.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q1 2022, filed 11 May 2022.