Gainplan’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Gainplan’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	-8,328	Closed	-$247K	–	68
2021 Q4	$247K	Sell	8,328 -195	-2%	-$5.96K	0.11%	49
2021 Q3	$259K	Sell	8,523 -123	-1%	-$3.84K	0.11%	44
2021 Q2	$284K	Sell	8,646 -111	-1%	-$3.6K	0.11%	62
2021 Q1	$279K	Sell	8,757 -583	-6%	-$19K	0.12%	61
2020 Q4	$286K	Sell	9,340 -780	-8%	-$22.6K	0.15%	42
2020 Q3	$271K	Sell	10,120 -336	-3%	-$8.98K	0.4%	31
2020 Q2	$255K	Sell	10,456 -431	-4%	-$9.79K	0.17%	41
2020 Q1	$225K	Sell	10,887 -18,933	-63%	-$474K	0.25%	23
2019 Q4	$816K	Sell	29,820 -19,996	-40%	-$527K	0.43%	21
2019 Q3	$1.25M	Buy	49,816 +15,853	+47%	+$403K	0.75%	13
2019 Q2	$891K	Buy	33,963 +22,052	+185%	+$571K	0.54%	10
2019 Q1	$310K	Buy	+11,911	New	+$302K	0.35%	18

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 $56.3B AUM 17.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 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

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

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

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

Gainplan's SCHE Position: Q1 2022 in Review

Gainplan sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q1 2022, closing a stake of 8,328 shares — an estimated $247K sold.

Gainplan first reported a position in SCHE in Q1 2019 and held it in 12 quarters. The position peaked at $1.25M in Q3 2019. 718 funds tracked by Wall St. Rank hold SCHE as of Q1 2022.

Gainplan reported no remaining Schwab Emerging Markets Equity ETF position as of Q1 2022 after selling out during the quarter.
Gainplan sold 8,328 Schwab Emerging Markets Equity ETF shares in Q1 2022, an estimated $247K.
Gainplan first reported a position in Schwab Emerging Markets Equity ETF in Q1 2019 and held it in 12 quarters.
Gainplan's Schwab Emerging Markets Equity ETF position peaked at $1.25M in Q3 2019.
718 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2022.

Based on Gainplan's 13F filing for Q1 2022, filed 10 May 2022.