Horan Securities’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Horan Securities’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 Q3	–	Sell	-3,281	Closed	-$80.8K	–	539
2023 Q2	$80.8K	Buy	3,281 +252	+8%	+$6.16K	0.03%	190
2023 Q1	$74.3K	Buy	3,029 +61	+2%	+$1.51K	0.04%	177
2022 Q4	$70.3K	Buy	2,968 +2,355	+384%	+$54.8K	0.04%	171
2022 Q3	$14K	Hold	613	–	–	0.01%	318
2022 Q2	$15K	Buy	613 +86	+16%	+$2.25K	0.01%	286
2022 Q1	$15K	Hold	527	–	–	0.01%	281
2021 Q4	$16K	Buy	+527	New	+$16.1K	0.01%	273
2021 Q2	$9K	Buy	+260	New	+$8.43K	0.01%	319

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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

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

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

SAG

SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return

Horan Securities's SCHE Position: Q3 2023 in Review

Horan Securities sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q3 2023, closing a stake of 3,281 shares — an estimated $80.8K sold.

Horan Securities first reported a position in SCHE in Q2 2021 and held it in 8 quarters. The position peaked at $80.8K in Q2 2023. 673 funds tracked by Wall St. Rank hold SCHE as of Q3 2023.

Horan Securities reported no remaining Schwab Emerging Markets Equity ETF position as of Q3 2023 after selling out during the quarter.
Horan Securities sold 3,281 Schwab Emerging Markets Equity ETF shares in Q3 2023, an estimated $80.8K.
Horan Securities first reported a position in Schwab Emerging Markets Equity ETF in Q2 2021 and held it in 8 quarters.
Horan Securities's Schwab Emerging Markets Equity ETF position peaked at $80.8K in Q2 2023.
673 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2023.

Based on Horan Securities's 13F filing for Q3 2023, filed 1 Nov 2023.