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

Inspire 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
2021
Q1 		– Sell
-1,800
Closed -$55K – 595
2020
Q4 		$55K Buy
+1,800
New +$52.2K 0.02% 228

Other funds holding SCHE

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 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
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
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Inspire Advisors's SCHE Position: Q1 2021 in Review

Inspire Advisors sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q1 2021, closing a stake of 1,800 shares — an estimated $55K sold.

Inspire Advisors first reported a position in SCHE in Q4 2020 and held it in 1 quarter. The position peaked at $55K in Q4 2020. 667 funds tracked by Wall St. Rank hold SCHE as of Q1 2021.

  • Inspire Advisors reported no remaining Schwab Emerging Markets Equity ETF position as of Q1 2021 after selling out during the quarter.
  • Inspire Advisors sold 1,800 Schwab Emerging Markets Equity ETF shares in Q1 2021, an estimated $55K.
  • Inspire Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q4 2020 and held it in 1 quarter.
  • Inspire Advisors's Schwab Emerging Markets Equity ETF position peaked at $55K in Q4 2020.
  • 667 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2021.

Based on Inspire Advisors's 13F filing for Q1 2021, filed 30 Apr 2021.