Index Fund Advisors’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Index Fund Advisors’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
2024 Q1	–	Sell	-8,971	Closed	-$222K	–	98
2023 Q4	$222K	Buy	8,971 +220	+3%	+$5.29K	0.01%	85
2023 Q3	$209K	Sell	8,751 -82	-0.9%	-$2.03K	0.01%	91
2023 Q2	$218K	Sell	8,833 -178	-2%	-$4.35K	0.01%	78
2023 Q1	$221K	Sell	9,011 -278	-3%	-$6.89K	0.02%	84
2022 Q4	$220K	Buy	9,289 +224	+2%	+$5.21K	0.02%	76
2022 Q3	$203K	Hold	9,065	–	–	0.02%	85
2022 Q2	$230K	Sell	9,065 -63	-0.7%	-$1.65K	0.02%	82
2022 Q1	$253K	Buy	9,128 +1	+0%	+$29	0.02%	86
2021 Q4	$270K	Buy	+9,127	New	+$279K	0.02%	83

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

Jane Street New York $777B AUM 61.18% 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

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

Index Fund Advisors's SCHE Position: Q1 2024 in Review

Index Fund Advisors sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q1 2024, closing a stake of 8,971 shares — an estimated $222K sold.

Index Fund Advisors first reported a position in SCHE in Q4 2021 and held it in 9 quarters. The position peaked at $270K in Q4 2021. 727 funds tracked by Wall St. Rank hold SCHE as of Q1 2024.

Index Fund Advisors reported no remaining Schwab Emerging Markets Equity ETF position as of Q1 2024 after selling out during the quarter.
Index Fund Advisors sold 8,971 Schwab Emerging Markets Equity ETF shares in Q1 2024, an estimated $222K.
Index Fund Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q4 2021 and held it in 9 quarters.
Index Fund Advisors's Schwab Emerging Markets Equity ETF position peaked at $270K in Q4 2021.
727 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2024.

Based on Index Fund Advisors's 13F filing for Q1 2024, filed 13 May 2024.