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Independent Financial Group’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Independent Financial 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
Q3 		– Sell
-29,832
Closed -$757K – 779
2022
Q2 		$757K Buy
29,832
+1,714
+6% +$44.8K 0.08% 283
2022
Q1 		$781K Buy
28,118
+961
+4% +$27.8K 0.06% 318
2021
Q4 		$804K Sell
27,157
-1,939
-7% -$59.2K 0.07% 305
2021
Q3 		$887K Buy
29,096
+4,622
+19% +$144K 0.09% 240
2021
Q2 		$805K Buy
24,474
+6,629
+37% +$215K 0.09% 265
2021
Q1 		$567K Buy
17,845
+668
+4% +$21.8K 0.07% 305
2020
Q4 		$526K Buy
17,177
+1,120
+7% +$32.5K 0.08% 295
2020
Q3 		$430K Sell
16,057
-586
-4% -$15.7K 0.08% 273
2020
Q2 		$405K Buy
16,643
+499
+3% +$11.3K 0.09% 258
2020
Q1 		$334K Buy
+16,144
New +$404K 0.1% 235

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 $147B AUM 18.73% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM

Independent Financial Group's SCHE Position: Q3 2022 in Review

Independent Financial Group sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q3 2022, closing a stake of 29,832 shares — an estimated $757K sold.

Independent Financial Group first reported a position in SCHE in Q1 2020 and held it in 10 quarters. The position peaked at $887K in Q3 2021. 676 funds tracked by Wall St. Rank hold SCHE as of Q3 2022.

  • Independent Financial Group reported no remaining Schwab Emerging Markets Equity ETF position as of Q3 2022 after selling out during the quarter.
  • Independent Financial Group sold 29,832 Schwab Emerging Markets Equity ETF shares in Q3 2022, an estimated $757K.
  • Independent Financial Group first reported a position in Schwab Emerging Markets Equity ETF in Q1 2020 and held it in 10 quarters.
  • Independent Financial Group's Schwab Emerging Markets Equity ETF position peaked at $887K in Q3 2021.
  • 676 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2022.

Based on Independent Financial Group's 13F filing for Q3 2022, filed 15 Jun 2026.