First Capital Advisors Group’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

First Capital Advisors Group’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 Q2	$692	Hold	28	–	–	﹤0.01%	900
2023 Q1	$686	Hold	28	–	–	﹤0.01%	207
2022 Q4	$662	Buy	28 +1	+4%	+$23	﹤0.01%	218
2022 Q3	$1K	Buy	+27	New	+$667	﹤0.01%	212
2017 Q3	–	Sell	-9,325	Closed	-$232K	–	162
2017 Q2	$232K	Buy	+9,325	New	+$229K	0.16%	129

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

BCIM

Bishop & Co Investment Management Erie, Pennsylvania $292M AUM 14.59% 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

SAG

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

First Capital Advisors Group's SCHE Position: Q2 2023 in Review

First Capital Advisors Group held its Schwab Emerging Markets Equity ETF (SCHE) position steady in Q2 2023 at 28 shares worth $692. The position accounts for ﹤0.01% of the portfolio, ranked #900.

First Capital Advisors Group first reported a position in SCHE in Q2 2017 and has held it in 5 quarters since. The position peaked at $232K in Q2 2017. 705 funds tracked by Wall St. Rank hold SCHE as of Q2 2023.

First Capital Advisors Group held 28 shares of Schwab Emerging Markets Equity ETF worth $692 as of Q2 2023.
First Capital Advisors Group left its Schwab Emerging Markets Equity ETF share count unchanged in Q2 2023.
Schwab Emerging Markets Equity ETF made up ﹤0.01% of First Capital Advisors Group's portfolio in Q2 2023, its #900 holding.
First Capital Advisors Group first reported a position in Schwab Emerging Markets Equity ETF in Q2 2017 and has held it in 5 quarters since.
First Capital Advisors Group's Schwab Emerging Markets Equity ETF position peaked at $232K in Q2 2017.
705 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.