Financial Insights’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Financial Insights’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
2023 Q3	–	Sell	-13,584	Closed	-$335K	–	157
2023 Q2	$335K	Sell	13,584 -159	-1%	-$3.88K	0.12%	124
2023 Q1	$337K	Sell	13,743 -254	-2%	-$6.29K	0.14%	120
2022 Q4	$331K	Sell	13,997 -2,011	-13%	-$46.8K	0.16%	109
2022 Q3	$359K	Sell	16,008 -189	-1%	-$4.67K	0.24%	85
2022 Q2	$411K	Sell	16,197 -4,536	-22%	-$119K	0.42%	50
2022 Q1	$576K	Buy	20,733 +3,039	+17%	+$88K	0.53%	40
2021 Q4	$524K	Buy	17,694 +260	+1%	+$7.94K	0.45%	42
2021 Q3	$531K	Buy	17,434 +247	+1%	+$7.72K	0.49%	41
2021 Q2	$5.65M	Sell	17,187 -1,582	-8%	-$51.3K	0.47%	38
2021 Q1	$596K	Buy	18,769 +9,943	+113%	+$324K	0.44%	40
2020 Q4	$271K	Buy	+8,826	New	+$256K	0.21%	64

Other funds holding SCHE

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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

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

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

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

SAG

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

Financial Insights's SCHE Position: Q3 2023 in Review

Financial Insights sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q3 2023, closing a stake of 13,584 shares — an estimated $335K sold.

Financial Insights first reported a position in SCHE in Q4 2020 and held it in 11 quarters. The position peaked at $5.65M in Q2 2021. 673 funds tracked by Wall St. Rank hold SCHE as of Q3 2023.

Financial Insights reported no remaining Schwab Emerging Markets Equity ETF position as of Q3 2023 after selling out during the quarter.
Financial Insights sold 13,584 Schwab Emerging Markets Equity ETF shares in Q3 2023, an estimated $335K.
Financial Insights first reported a position in Schwab Emerging Markets Equity ETF in Q4 2020 and held it in 11 quarters.
Financial Insights's Schwab Emerging Markets Equity ETF position peaked at $5.65M in Q2 2021.
673 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2023.

Based on Financial Insights's 13F filing for Q3 2023, filed 7 Dec 2023.