Founders Capital Management (Texas)’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Founders Capital Management (Texas)’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	-17	Closed	-$427	–	422
2023 Q2	$427	Hold	17	–	–	﹤0.01%	381
2023 Q1	$0	Hold	17	–	–	﹤0.01%	405
2022 Q4	$0	Sell	17 -23	-58%	-$535	﹤0.01%	391
2022 Q3	$1K	Sell	40 -1,317	-97%	-$32.5K	﹤0.01%	377
2022 Q2	$34K	Buy	1,357 +1,334	+5,800%	+$34.9K	0.03%	166
2022 Q1	$1K	Hold	23	–	–	﹤0.01%	308
2021 Q4	$1K	Hold	23	–	–	﹤0.01%	308
2021 Q3	$1K	Buy	23 +6	+35%	+$187	﹤0.01%	304
2021 Q2	$1K	Buy	+17	New	+$551	﹤0.01%	301

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

Founders Capital Management (Texas)'s SCHE Position: Q3 2023 in Review

Founders Capital Management (Texas) sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q3 2023, closing a stake of 17 shares — an estimated $427 sold.

Founders Capital Management (Texas) first reported a position in SCHE in Q2 2021 and held it in 9 quarters. The position peaked at $34K in Q2 2022. 673 funds tracked by Wall St. Rank hold SCHE as of Q3 2023.

Founders Capital Management (Texas) reported no remaining Schwab Emerging Markets Equity ETF position as of Q3 2023 after selling out during the quarter.
Founders Capital Management (Texas) sold 17 Schwab Emerging Markets Equity ETF shares in Q3 2023, an estimated $427.
Founders Capital Management (Texas) first reported a position in Schwab Emerging Markets Equity ETF in Q2 2021 and held it in 9 quarters.
Founders Capital Management (Texas)'s Schwab Emerging Markets Equity ETF position peaked at $34K in Q2 2022.
673 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2023.

Based on Founders Capital Management (Texas)'s 13F filing for Q3 2023, filed 10 Oct 2023.