HI
SCHE icon

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

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Hudock Inc's SCHE Position: Q4 2022 in Review

Hudock Inc sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q4 2022, closing a stake of 5,057 shares — an estimated $113K sold.

Hudock Inc first reported a position in SCHE in Q3 2017 and held it in 21 quarters. The position peaked at $3.17M in Q1 2018. 712 funds tracked by Wall St. Rank hold SCHE as of Q4 2022.

  • Hudock Inc reported no remaining Schwab Emerging Markets Equity ETF position as of Q4 2022 after selling out during the quarter.
  • Hudock Inc sold 5,057 Schwab Emerging Markets Equity ETF shares in Q4 2022, an estimated $113K.
  • Hudock Inc first reported a position in Schwab Emerging Markets Equity ETF in Q3 2017 and held it in 21 quarters.
  • Hudock Inc's Schwab Emerging Markets Equity ETF position peaked at $3.17M in Q1 2018.
  • 712 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q4 2022.

Based on Hudock Inc's 13F filing for Q4 2022, filed 8 Feb 2023.