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

FourThought Financial’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 Q1	–	Sell	-3,311	Closed	-$98K	–	1555
2021 Q4	$98K	Hold	3,311	–	–	0.01%	492
2021 Q3	$100K	Hold	3,311	–	–	0.01%	492
2021 Q2	$108K	Hold	3,311	–	–	0.01%	478
2021 Q1	$105K	Hold	3,311	–	–	0.02%	480
2020 Q4	$101K	Buy	+3,311	New	+$96K	0.02%	479

Other funds holding SCHE

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

Mather Group Chicago, Illinois $10B AUM 15.14% 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

FourThought Financial's SCHE Position: Q1 2022 in Review

FourThought Financial sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q1 2022, closing a stake of 3,311 shares — an estimated $98K sold.

FourThought Financial first reported a position in SCHE in Q4 2020 and held it in 5 quarters. The position peaked at $108K in Q2 2021. 717 funds tracked by Wall St. Rank hold SCHE as of Q1 2022.

FourThought Financial reported no remaining Schwab Emerging Markets Equity ETF position as of Q1 2022 after selling out during the quarter.
FourThought Financial sold 3,311 Schwab Emerging Markets Equity ETF shares in Q1 2022, an estimated $98K.
FourThought Financial first reported a position in Schwab Emerging Markets Equity ETF in Q4 2020 and held it in 5 quarters.
FourThought Financial's Schwab Emerging Markets Equity ETF position peaked at $108K in Q2 2021.
717 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2022.

Based on FourThought Financial's 13F filing for Q1 2022, filed 29 Apr 2022.