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

Interactive Financial 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
2023 Q1	–	Sell	-346	Closed	-$8.19K	–	142
2022 Q4	$8.19K	Buy	346 +12	+4%	+$279	﹤0.01%	155
2022 Q3	$7K	Buy	334 +7	+2%	+$173	﹤0.01%	157
2022 Q2	$8K	Hold	327	–	–	﹤0.01%	142
2022 Q1	$9K	Buy	327 +1	+0.3%	+$29	﹤0.01%	151
2021 Q4	$10K	Buy	326 +9	+3%	+$275	﹤0.01%	148
2021 Q3	$10K	Sell	317 -97	-23%	-$3.03K	﹤0.01%	157
2021 Q2	$14K	Buy	414 +3	+0.7%	+$97	0.01%	155
2021 Q1	$13K	Sell	411 -148	-26%	-$4.82K	0.01%	149
2020 Q4	$17K	Buy	559 +36	+7%	+$1.04K	0.01%	140
2020 Q3	$14K	Hold	523	–	–	0.01%	131
2020 Q2	$13K	Buy	+523	New	+$11.9K	0.01%	126

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 $171B AUM 24.68% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $2.02B AUM

Interactive Financial Advisors's SCHE Position: Q1 2023 in Review

Interactive Financial Advisors sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q1 2023, closing a stake of 346 shares — an estimated $8.19K sold.

Interactive Financial Advisors first reported a position in SCHE in Q2 2020 and held it in 11 quarters. The position peaked at $17K in Q4 2020. 694 funds tracked by Wall St. Rank hold SCHE as of Q1 2023.

Interactive Financial Advisors reported no remaining Schwab Emerging Markets Equity ETF position as of Q1 2023 after selling out during the quarter.
Interactive Financial Advisors sold 346 Schwab Emerging Markets Equity ETF shares in Q1 2023, an estimated $8.19K.
Interactive Financial Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q2 2020 and held it in 11 quarters.
Interactive Financial Advisors's Schwab Emerging Markets Equity ETF position peaked at $17K in Q4 2020.
694 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2023.

Based on Interactive Financial Advisors's 13F filing for Q1 2023, filed 27 Apr 2023.