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

Halpern 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
2021
Q1 		– Sell
-206
Closed -$6.31K – 274
2020
Q4 		$6.31K Hold
206
– – ﹤0.01% 152
2020
Q3 		$5.51K Hold
206
– – ﹤0.01% 150
2020
Q2 		$5.02K Hold
206
– – ﹤0.01% 131
2020
Q1 		$4.26K Sell
206
-2,075
-91% -$51.9K ﹤0.01% 125
2019
Q4 		$62.4K Buy
+2,281
New +$60.1K 0.05% 54

Other funds holding SCHE

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Halpern Financial's SCHE Position: Q1 2021 in Review

Halpern Financial sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q1 2021, closing a stake of 206 shares — an estimated $6.31K sold.

Halpern Financial first reported a position in SCHE in Q4 2019 and held it in 5 quarters. The position peaked at $62.4K in Q4 2019. 667 funds tracked by Wall St. Rank hold SCHE as of Q1 2021.

  • Halpern Financial reported no remaining Schwab Emerging Markets Equity ETF position as of Q1 2021 after selling out during the quarter.
  • Halpern Financial sold 206 Schwab Emerging Markets Equity ETF shares in Q1 2021, an estimated $6.31K.
  • Halpern Financial first reported a position in Schwab Emerging Markets Equity ETF in Q4 2019 and held it in 5 quarters.
  • Halpern Financial's Schwab Emerging Markets Equity ETF position peaked at $62.4K in Q4 2019.
  • 667 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2021.

Based on Halpern Financial's 13F filing for Q1 2021, filed 21 Sep 2023.