Hudock Inc’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Hudock Inc’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 Q4	–	Sell	-5,057	Closed	-$113K	–	613
2022 Q3	$113K	Sell	5,057 -2,995	-37%	-$74K	0.04%	191
2022 Q2	$204K	Buy	8,052 +22	+0.3%	+$575	0.07%	139
2022 Q1	$222K	Sell	8,030 -69,371	-90%	-$2.01M	0.06%	142
2021 Q4	$2.29M	Buy	77,401 +570	+0.7%	+$17.4K	0.65%	29
2021 Q3	$2.34M	Sell	76,831 -5,699	-7%	-$178K	0.71%	26
2021 Q2	$2.71M	Buy	82,530 +958	+1%	+$31.1K	0.81%	20
2021 Q1	$2.59M	Sell	81,572 -9,496	-10%	-$309K	0.81%	20
2020 Q4	$2.79M	Buy	91,068 +1,036	+1%	+$30K	0.91%	19
2020 Q3	$2.41M	Sell	90,032 -1,433	-2%	-$38.3K	0.89%	20
2020 Q2	$2.23M	Sell	91,465 -19,435	-18%	-$442K	0.81%	24
2020 Q1	$2.29M	Buy	110,900 +7,181	+7%	+$180K	0.9%	21
2019 Q4	$2.9M	Sell	103,719 -4,110	-4%	-$108K	0.96%	21
2019 Q3	$2.71M	Sell	107,829 -724	-0.7%	-$18.4K	0.96%	24
2019 Q2	$2.85M	Buy	108,553 +8,801	+9%	+$228K	1.03%	22
2019 Q1	$2.59M	Sell	99,752 -1,025	-1%	-$26K	0.94%	25
2018 Q4	$2.38M	Buy	100,777 +7,437	+8%	+$180K	0.99%	22
2018 Q3	$2.4M	Sell	93,340 -21,182	-18%	-$549K	0.93%	27
2018 Q2	$2.96M	Buy	114,522 +3,977	+4%	+$109K	1.18%	19
2018 Q1	$3.17M	Buy	110,545 +92,863	+525%	+$2.72M	1.32%	15
2017 Q4	$494K	Buy	17,682 +15,157	+600%	+$418K	0.22%	57
2017 Q3	$67K	Buy	+2,525	New	+$66.8K	0.03%	202

Other funds holding SCHE

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Financial Engines Advisors

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

HighTower Advisors

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

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

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return