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

Fullen Financial 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 Q1	$965K	Sell	39,646 -183	-0.5%	-$4.53K	0.52%	31
2022 Q4	$1.02M	Buy	39,829 +1,425	+4%	+$33.2K	0.58%	30
2022 Q3	$832K	Hold	38,404	–	–	0.53%	33
2022 Q2	$975K	Buy	38,404 +5	+0%	+$131	0.63%	28
2022 Q1	$1.07M	Hold	38,399	–	–	0.62%	28
2021 Q4	$1.14M	Buy	38,399 +30	+0.1%	+$917	0.63%	29
2021 Q3	$1.15M	Hold	38,369	–	–	0.65%	29
2021 Q2	$1.26M	Buy	38,369 +9	+0%	+$292	0.74%	27
2021 Q1	$1.22M	Hold	38,360	–	–	0.78%	28
2020 Q4	$1.18M	Buy	38,360 +24	+0.1%	+$696	0.8%	28
2020 Q3	$1.03M	Hold	38,336	–	–	0.78%	28
2020 Q2	$933K	Buy	+38,336	New	+$871K	0.77%	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 $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

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Hamilton Capital Columbus, Ohio $1.93B AUM

Fullen Financial Group's SCHE Position: Q1 2023 in Review

Fullen Financial Group reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 0.46% in Q1 2023, selling an estimated $4.53K and leaving 39,646 shares worth $965K. The position accounts for 0.52% of the portfolio, ranked #31.

Fullen Financial Group first reported a position in SCHE in Q2 2020 and has held it in 12 quarters since. The position peaked at $1.26M in Q2 2021. 694 funds tracked by Wall St. Rank hold SCHE as of Q1 2023.

Fullen Financial Group held 39,646 shares of Schwab Emerging Markets Equity ETF worth $965K as of Q1 2023.
Fullen Financial Group sold 183 Schwab Emerging Markets Equity ETF shares in Q1 2023, an estimated $4.53K.
Schwab Emerging Markets Equity ETF made up 0.52% of Fullen Financial Group's portfolio in Q1 2023, its #31 holding.
Fullen Financial Group first reported a position in Schwab Emerging Markets Equity ETF in Q2 2020 and has held it in 12 quarters since.
Fullen Financial Group's Schwab Emerging Markets Equity ETF position peaked at $1.26M in Q2 2021.
694 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2023.

Based on Fullen Financial Group's 13F filing for Q1 2023, filed 30 May 2023.