Israel Englander’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Israel Englander’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	-9,173	Closed	-$227K	–	6593
2023 Q4	$227K	Buy	+9,173	New	+$221K	﹤0.01%	5113
2023 Q3	–	Sell	-21,934	Closed	-$540K	–	6505
2023 Q2	$540K	Buy	+21,934	New	+$536K	﹤0.01%	4486
2023 Q1	–	Sell	-22,295	Closed	-$528K	–	6797
2022 Q4	$528K	Buy	+22,295	New	+$519K	﹤0.01%	4707
2019 Q2	–	Sell	-12,437	Closed	-$323K	–	4405
2019 Q1	$323K	Buy	+12,437	New	+$315K	﹤0.01%	3509
2018 Q3	–	Sell	-9,239	Closed	-$239K	–	4222
2018 Q2	$239K	Buy	9,239 +972	+12%	+$26.7K	﹤0.01%	3502
2018 Q1	$237K	Sell	8,267 -8,889	-52%	-$260K	﹤0.01%	3312
2017 Q4	$479K	Buy	17,156 +3,789	+28%	+$104K	﹤0.01%	3115
2017 Q3	$360K	Buy	+13,367	New	+$354K	﹤0.01%	2985
2016 Q4	–	Sell	-17,868	Closed	-$412K	–	3679
2016 Q3	$412K	Buy	+17,868	New	+$404K	﹤0.01%	2684

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Israel Englander's SCHE Position: Q1 2024 in Review

Israel Englander sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q1 2024, closing a stake of 9,173 shares — an estimated $227K sold.

Israel Englander first reported a position in SCHE in Q3 2016 and held it in 9 quarters. The position peaked at $540K in Q2 2023. 727 funds tracked by Wall St. Rank hold SCHE as of Q1 2024.

Israel Englander reported no remaining Schwab Emerging Markets Equity ETF position as of Q1 2024 after selling out during the quarter.
Israel Englander sold 9,173 Schwab Emerging Markets Equity ETF shares in Q1 2024, an estimated $227K.
Israel Englander first reported a position in Schwab Emerging Markets Equity ETF in Q3 2016 and held it in 9 quarters.
Israel Englander's Schwab Emerging Markets Equity ETF position peaked at $540K in Q2 2023.
727 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2024.

Based on Millennium Management's 13F filing for Q1 2024, filed 15 May 2024.