EMFO LLC’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

EMFO LLC’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 Q2	$19.5K	Hold	733	–	–	0.02%	194
2024 Q1	$18.5K	Hold	733	–	–	0.02%	200
2023 Q4	$18.2K	Buy	733 +24	+3%	+$577	0.02%	199
2023 Q3	$17K	Hold	709	–	–	0.02%	207
2023 Q2	$17.5K	Buy	709 +4	+0.6%	+$98	0.02%	213
2023 Q1	$17.3K	Hold	705	–	–	0.02%	217
2022 Q4	$16.7K	Buy	705 +17	+2%	+$396	0.02%	209
2022 Q3	$15K	Hold	688	–	–	0.01%	236
2022 Q2	$17K	Buy	688 +2	+0.3%	+$52	0.02%	237
2022 Q1	$19K	Hold	686	–	–	0.02%	242
2021 Q4	$20K	Buy	686 +15	+2%	+$458	0.02%	250
2021 Q3	$20K	Hold	671	–	–	0.02%	255
2021 Q2	$22K	Buy	+671	New	+$21.8K	0.02%	241

Other funds holding SCHE

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

SAG

SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

EMFO LLC's SCHE Position: Q2 2024 in Review

EMFO LLC held its Schwab Emerging Markets Equity ETF (SCHE) position steady in Q2 2024 at 733 shares worth $19.5K. The position accounts for 0.02% of the portfolio, ranked #194.

EMFO LLC first reported a position in SCHE in Q2 2021 and has held it in 13 quarters since. The position peaked at $22K in Q2 2021. 721 funds tracked by Wall St. Rank hold SCHE as of Q2 2024.

EMFO LLC held 733 shares of Schwab Emerging Markets Equity ETF worth $19.5K as of Q2 2024.
EMFO LLC left its Schwab Emerging Markets Equity ETF share count unchanged in Q2 2024.
Schwab Emerging Markets Equity ETF made up 0.02% of EMFO LLC's portfolio in Q2 2024, its #194 holding.
EMFO LLC first reported a position in Schwab Emerging Markets Equity ETF in Q2 2021 and has held it in 13 quarters since.
EMFO LLC's Schwab Emerging Markets Equity ETF position peaked at $22K in Q2 2021.
721 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2024.

Based on EMFO LLC's 13F filing for Q2 2024, filed 26 Jul 2024.