D'Orazio & Associates’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

D'Orazio & Associates’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
2021 Q4	–	Sell	-852	Closed	-$26K	–	589
2021 Q3	$26K	Buy	+852	New	+$26.6K	0.01%	321
2021 Q2	–	Sell	-42	Closed	-$1K	–	418
2021 Q1	$1K	Buy	+42	New	+$1.37K	﹤0.01%	365
2018 Q4	–	Sell	-1	Closed	–	–	308
2018 Q3	$0	Hold	1	–	–	﹤0.01%	291
2018 Q2	$0	Hold	1	–	–	﹤0.01%	288
2018 Q1	$0	Hold	1	–	–	﹤0.01%	333
2017 Q4	$0	Hold	1	–	–	﹤0.01%	343
2017 Q3	$0	Sell	1 -57	-98%	-$1.51K	﹤0.01%	319
2017 Q2	$1K	Buy	58 +57	+5,700%	+$1.4K	﹤0.01%	320
2017 Q1	$0	Hold	1	–	–	﹤0.01%	294
2016 Q4	$0	Buy	+1	New	+$22	﹤0.01%	289

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

Mather Group Chicago, Illinois $10B AUM 15.14% 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

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

D'Orazio & Associates's SCHE Position: Q4 2021 in Review

D'Orazio & Associates sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q4 2021, closing a stake of 852 shares — an estimated $26K sold.

D'Orazio & Associates first reported a position in SCHE in Q4 2016 and held it in 10 quarters. The position peaked at $26K in Q3 2021. 734 funds tracked by Wall St. Rank hold SCHE as of Q4 2021.

D'Orazio & Associates reported no remaining Schwab Emerging Markets Equity ETF position as of Q4 2021 after selling out during the quarter.
D'Orazio & Associates sold 852 Schwab Emerging Markets Equity ETF shares in Q4 2021, an estimated $26K.
D'Orazio & Associates first reported a position in Schwab Emerging Markets Equity ETF in Q4 2016 and held it in 10 quarters.
D'Orazio & Associates's Schwab Emerging Markets Equity ETF position peaked at $26K in Q3 2021.
734 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q4 2021.

Based on D'Orazio & Associates's 13F filing for Q4 2021, filed 7 Feb 2022.