Filbrandt Wealth Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Filbrandt Wealth Management’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 Q3	$617K	Buy	20,240 +287	+1%	+$8.97K	0.35%	16
2021 Q2	$656K	Sell	19,953 -1,703	-8%	-$55.2K	0.37%	15
2021 Q1	$688K	Sell	21,656 -159	-0.7%	-$5.18K	0.42%	14
2020 Q4	$669K	Hold	21,815	–	–	0.43%	15
2020 Q3	$584K	Hold	21,815	–	–	0.46%	15
2020 Q2	$531K	Buy	21,815 +19,770	+967%	+$449K	0.42%	18
2020 Q1	$42K	Buy	2,045 +181	+10%	+$4.53K	0.05%	79
2019 Q4	$51K	Buy	+1,864	New	+$49.1K	0.05%	82

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

Mather Group Chicago, Illinois $10B AUM 15.14% 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

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

Filbrandt Wealth Management's SCHE Position: Q3 2021 in Review

Filbrandt Wealth Management increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 1.4% in Q3 2021, buying an estimated $8.97K and bringing the position to 20,240 shares worth $617K. The position accounts for 0.35% of the portfolio, ranked #16.

Filbrandt Wealth Management first reported a position in SCHE in Q4 2019 and has held it in 8 quarters since. The position peaked at $688K in Q1 2021. 676 funds tracked by Wall St. Rank hold SCHE as of Q3 2021.

Filbrandt Wealth Management held 20,240 shares of Schwab Emerging Markets Equity ETF worth $617K as of Q3 2021.
Filbrandt Wealth Management bought 287 Schwab Emerging Markets Equity ETF shares in Q3 2021, an estimated $8.97K.
Schwab Emerging Markets Equity ETF made up 0.35% of Filbrandt Wealth Management's portfolio in Q3 2021, its #16 holding.
Filbrandt Wealth Management first reported a position in Schwab Emerging Markets Equity ETF in Q4 2019 and has held it in 8 quarters since.
Filbrandt Wealth Management's Schwab Emerging Markets Equity ETF position peaked at $688K in Q1 2021.
676 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2021.

Based on Filbrandt Wealth Management's 13F filing for Q3 2021, filed 6 Oct 2021.