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Financial Advocates Investment Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Financial Advocates Investment 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
2022
Q4 		– Sell
-11,361
Closed -$254K – 851
2022
Q3 		$254K Sell
11,361
-3,657
-24% -$90.4K 0.02% 597
2022
Q2 		$381K Sell
15,018
-12,739
-46% -$333K 0.03% 458
2022
Q1 		$771K Sell
27,757
-5
-0% -$145 0.05% 350
2021
Q4 		$822K Buy
27,762
+41
+0.1% +$1.25K 0.05% 369
2021
Q3 		$848K Sell
27,721
-539
-2% -$16.8K 0.06% 348
2021
Q2 		$929K Buy
28,260
+772
+3% +$25K 0.06% 333
2021
Q1 		$874K Sell
27,488
-6,090
-18% -$198K 0.06% 350
2020
Q4 		$1.03M Sell
33,578
-2,881
-8% -$83.5K 0.07% 297
2020
Q3 		$976K Sell
36,459
-4,210
-10% -$112K 0.08% 253
2020
Q2 		$990K Sell
40,669
-33,262
-45% -$756K 0.09% 249
2020
Q1 		$1.53M Buy
73,931
+20,810
+39% +$520K 0.22% 127
2019
Q4 		$1.45M Sell
53,121
-3,164
-6% -$83.4K 0.15% 154
2019
Q3 		$1.41M Sell
56,285
-911
-2% -$23.2K 0.16% 141
2019
Q2 		$1.5M Hold
57,196
– – 0.17% 139
2019
Q1 		$1.49M Buy
57,196
+5,401
+10% +$137K 0.19% 132
2018
Q4 		$1.22M Buy
51,795
+9,332
+22% +$226K 0.17% 143
2018
Q3 		$1.09M Buy
42,463
+2,536
+6% +$65.7K 0.12% 178
2018
Q2 		$1.02M Buy
39,927
+3,500
+10% +$96.2K 0.12% 172
2018
Q1 		$1.05M Buy
36,427
+19,491
+115% +$571K 0.14% 154
2017
Q4 		$473K Buy
+16,936
New +$467K 0.06% 263

Other funds holding SCHE

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $3.05B AUM 42.78% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Financial Advocates Investment Management's SCHE Position: Q4 2022 in Review

Financial Advocates Investment Management sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q4 2022, closing a stake of 11,361 shares — an estimated $254K sold.

Financial Advocates Investment Management first reported a position in SCHE in Q4 2017 and held it in 20 quarters. The position peaked at $1.53M in Q1 2020. 712 funds tracked by Wall St. Rank hold SCHE as of Q4 2022.

  • Financial Advocates Investment Management reported no remaining Schwab Emerging Markets Equity ETF position as of Q4 2022 after selling out during the quarter.
  • Financial Advocates Investment Management sold 11,361 Schwab Emerging Markets Equity ETF shares in Q4 2022, an estimated $254K.
  • Financial Advocates Investment Management first reported a position in Schwab Emerging Markets Equity ETF in Q4 2017 and held it in 20 quarters.
  • Financial Advocates Investment Management's Schwab Emerging Markets Equity ETF position peaked at $1.53M in Q1 2020.
  • 712 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q4 2022.

Based on Financial Advocates Investment Management's 13F filing for Q4 2022, filed 15 Feb 2023.