HBW Advisory Services’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

HBW Advisory Services’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 Q4	–	Sell	-15,425	Closed	-$369K	–	326
2023 Q3	$369K	Sell	15,425 -1,367	-8%	-$33.9K	0.08%	196
2023 Q2	$414K	Buy	16,792 +4,828	+40%	+$118K	0.09%	196
2023 Q1	$293K	Buy	11,964 +69	+0.6%	+$1.71K	0.07%	204
2022 Q4	$282K	Buy	11,895 +188	+2%	+$4.38K	0.07%	209
2022 Q3	$262K	Buy	11,707 +320	+3%	+$7.91K	0.07%	191
2022 Q2	$289K	Buy	11,387 +351	+3%	+$9.17K	0.07%	181
2022 Q1	$306K	Sell	11,036 -1,040	-9%	-$30.1K	0.11%	173
2021 Q4	$358K	Buy	12,076 +2,106	+21%	+$64.3K	0.08%	192
2021 Q3	$304K	Buy	9,970 +704	+8%	+$22K	0.08%	201
2021 Q2	$305K	Buy	9,266 +87	+0.9%	+$2.82K	0.08%	187
2021 Q1	$292K	Sell	9,179 -379	-4%	-$12.3K	0.08%	186
2020 Q4	$293K	Buy	9,558 +717	+8%	+$20.8K	0.09%	170
2020 Q3	$237K	Buy	+8,841	New	+$236K	0.1%	167

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 $171B AUM 24.68% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 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

SAG

SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

HBW Advisory Services's SCHE Position: Q4 2023 in Review

HBW Advisory Services sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q4 2023, closing a stake of 15,425 shares — an estimated $369K sold.

HBW Advisory Services first reported a position in SCHE in Q3 2020 and held it in 13 quarters. The position peaked at $414K in Q2 2023. 735 funds tracked by Wall St. Rank hold SCHE as of Q4 2023.

HBW Advisory Services reported no remaining Schwab Emerging Markets Equity ETF position as of Q4 2023 after selling out during the quarter.
HBW Advisory Services sold 15,425 Schwab Emerging Markets Equity ETF shares in Q4 2023, an estimated $369K.
HBW Advisory Services first reported a position in Schwab Emerging Markets Equity ETF in Q3 2020 and held it in 13 quarters.
HBW Advisory Services's Schwab Emerging Markets Equity ETF position peaked at $414K in Q2 2023.
735 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q4 2023.

Based on HBW Advisory Services's 13F filing for Q4 2023, filed 16 Jan 2024.