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

Financial Life Advisors’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	-18,042	Closed	-$404K	–	80
2022 Q3	$404K	Hold	18,042	–	–	0.2%	47
2022 Q2	$458K	Hold	18,042	–	–	0.21%	34
2022 Q1	$501K	Hold	18,042	–	–	0.21%	34
2021 Q4	$534K	Buy	18,042 +100	+0.6%	+$3.06K	0.21%	33
2021 Q3	$547K	Hold	17,942	–	–	0.23%	33
2021 Q2	$590K	Sell	17,942 -1,566	-8%	-$50.8K	0.25%	32
2021 Q1	$620K	Sell	19,508 -380	-2%	-$12.4K	0.29%	31
2020 Q4	$609K	Sell	19,888 -375	-2%	-$10.9K	0.32%	30
2020 Q3	$542K	Hold	20,263	–	–	0.28%	32
2020 Q2	$493K	Sell	20,263 -641	-3%	-$14.6K	0.29%	23
2020 Q1	$433K	Sell	20,904 -2,428	-10%	-$60.7K	0.3%	23
2019 Q4	$639K	Sell	23,332 -1,026	-4%	-$27K	0.39%	27
2019 Q3	$612K	Sell	24,358 -1,098	-4%	-$27.9K	0.39%	27
2019 Q2	$668K	Hold	25,456	–	–	0.44%	27
2019 Q1	$662K	Sell	25,456 -3,672	-13%	-$93K	0.46%	28
2018 Q4	$685K	Buy	29,128 +597	+2%	+$14.5K	0.53%	29
2018 Q3	$734K	Sell	28,531 -62	-0.2%	-$1.61K	0.54%	28
2018 Q2	$740K	Sell	28,593 -2,266	-7%	-$62.3K	0.61%	27
2018 Q1	$869K	Hold	30,859	–	–	0.8%	28
2017 Q4	$862K	Buy	+30,859	New	+$851K	0.7%	28

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 $171B AUM 24.68% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Financial Life Advisors's SCHE Position: Q4 2022 in Review

Financial Life Advisors sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q4 2022, closing a stake of 18,042 shares — an estimated $404K sold.

Financial Life Advisors first reported a position in SCHE in Q4 2017 and held it in 20 quarters. The position peaked at $869K in Q1 2018. 712 funds tracked by Wall St. Rank hold SCHE as of Q4 2022.

Financial Life Advisors reported no remaining Schwab Emerging Markets Equity ETF position as of Q4 2022 after selling out during the quarter.
Financial Life Advisors sold 18,042 Schwab Emerging Markets Equity ETF shares in Q4 2022, an estimated $404K.
Financial Life Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q4 2017 and held it in 20 quarters.
Financial Life Advisors's Schwab Emerging Markets Equity ETF position peaked at $869K in Q1 2018.
712 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q4 2022.

Based on Financial Life Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.