Hurlow Wealth Management Group’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Hurlow Wealth Management Group’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 Q1	–	Sell	-7,095	Closed	-$224K	–	99
2021 Q4	$224K	Buy	+7,095	New	+$217K	0.18%	84
2021 Q3	–	Sell	-6,398	Closed	-$210K	–	99
2021 Q2	$210K	Sell	6,398 -545	-8%	-$17.7K	0.14%	90
2021 Q1	$221K	Sell	6,943 -512	-7%	-$16.7K	0.16%	89
2020 Q4	$228K	Sell	7,455 -1,372	-16%	-$39.8K	0.18%	85
2020 Q3	$236K	Sell	8,827 -1,176	-12%	-$31.4K	0.22%	77
2020 Q2	$263K	Sell	10,003 -30,746	-75%	-$699K	0.25%	74
2020 Q1	$874K	Buy	40,749 +1,756	+5%	+$43.9K	0.94%	24
2019 Q4	$1.09M	Sell	38,993 -5,082	-12%	-$134K	1.06%	19
2019 Q3	$1.13M	Sell	44,075 -9,856	-18%	-$251K	1.2%	18
2019 Q2	$1.43M	Buy	53,931 +2,472	+5%	+$64K	1.5%	16
2019 Q1	$1.37M	Buy	51,459 +361	+0.7%	+$9.15K	1.47%	16
2018 Q4	$1.28M	Buy	+51,098	New	+$1.24M	1.54%	15

Other funds holding SCHE

CSIA

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

Mather Group Chicago, Illinois $10B AUM 15.14% 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

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

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

Hurlow Wealth Management Group's SCHE Position: Q1 2022 in Review

Hurlow Wealth Management Group sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q1 2022, closing a stake of 7,095 shares — an estimated $224K sold.

Hurlow Wealth Management Group first reported a position in SCHE in Q4 2018 and held it in 12 quarters. The position peaked at $1.43M in Q2 2019. 717 funds tracked by Wall St. Rank hold SCHE as of Q1 2022.

Hurlow Wealth Management Group reported no remaining Schwab Emerging Markets Equity ETF position as of Q1 2022 after selling out during the quarter.
Hurlow Wealth Management Group sold 7,095 Schwab Emerging Markets Equity ETF shares in Q1 2022, an estimated $224K.
Hurlow Wealth Management Group first reported a position in Schwab Emerging Markets Equity ETF in Q4 2018 and held it in 12 quarters.
Hurlow Wealth Management Group's Schwab Emerging Markets Equity ETF position peaked at $1.43M in Q2 2019.
717 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2022.

Based on Hurlow Wealth Management Group's 13F filing for Q1 2022, filed 13 Apr 2022.