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

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 San Francisco, California $654B AUM 26.35% 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

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM