Janiczek Wealth Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Janiczek Wealth Management’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 Q2	$811K	Buy	30,501 +544	+2%	+$14.2K	0.17%	54
2024 Q1	$756K	Buy	29,957 +4,790	+19%	+$118K	0.16%	60
2023 Q4	$624K	Sell	25,167 -633	-2%	-$15.2K	0.15%	58
2023 Q3	$618K	Sell	25,800 -14	-0.1%	-$347	0.16%	51
2023 Q2	$636K	Sell	25,814 -3,582	-12%	-$87.5K	0.17%	44
2023 Q1	$724K	Buy	29,396 +4,298	+17%	+$106K	0.21%	38
2022 Q4	$642K	Buy	25,098 +82	+0.3%	+$1.91K	0.18%	43
2022 Q3	$563K	Sell	25,016 -949	-4%	-$23.5K	0.18%	42
2022 Q2	$652K	Buy	25,965 +323	+1%	+$8.44K	0.19%	42
2022 Q1	$712K	Buy	25,642 +544	+2%	+$15.7K	0.2%	44
2021 Q4	$743K	Buy	25,098 +491	+2%	+$15K	0.22%	39
2021 Q3	$750K	Buy	24,607 +873	+4%	+$27.3K	0.27%	34
2021 Q2	$780K	Buy	23,734 +2,439	+11%	+$79.1K	0.28%	32
2021 Q1	$677K	Sell	21,295 -2,110	-9%	-$68.7K	0.27%	31
2020 Q4	$717K	Sell	23,405 -1,505	-6%	-$43.6K	0.35%	28
2020 Q3	$667K	Hold	24,910	–	–	0.36%	25
2020 Q2	$607K	Sell	24,910 -4,330	-15%	-$98.4K	0.34%	24
2020 Q1	$605K	Sell	29,240 -2,606	-8%	-$65.2K	0.34%	25
2019 Q4	$872K	Sell	31,846 -2,557	-7%	-$67.4K	0.39%	23
2019 Q3	$865K	Sell	34,403 -11,647	-25%	-$296K	0.39%	22
2019 Q2	$1.21M	Sell	46,050 -859	-2%	-$22.3K	0.56%	18
2019 Q1	$1.22M	Buy	46,909 +3,203	+7%	+$81.2K	0.58%	19
2018 Q4	$1.03M	Buy	43,706 +25,706	+143%	+$623K	0.52%	19
2018 Q3	$463K	Buy	18,000 +1,837	+11%	+$47.6K	0.24%	24
2018 Q2	$418K	Buy	16,163 +168	+1%	+$4.62K	0.22%	26
2018 Q1	$459K	Sell	15,995 -964	-6%	-$28.2K	0.26%	24
2017 Q4	$474K	Sell	16,959 -9	-0.1%	-$248	0.26%	21
2017 Q3	$457K	Buy	16,968 +729	+4%	+$19.3K	0.25%	22
2017 Q2	$404K	Buy	+16,239	New	+$399K	0.24%	22

Other funds holding SCHE

Charles Schwab San Francisco, California $654B AUM 26.35% 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

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

SAG

SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Janiczek Wealth Management's SCHE Position: Q2 2024 in Review

Janiczek Wealth Management increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 1.8% in Q2 2024, buying an estimated $14.2K and bringing the position to 30,501 shares worth $811K. The position accounts for 0.17% of the portfolio, ranked #54.

Janiczek Wealth Management first reported a position in SCHE in Q2 2017 and has held it in 29 quarters since. The position peaked at $1.22M in Q1 2019. 721 funds tracked by Wall St. Rank hold SCHE as of Q2 2024.

Janiczek Wealth Management held 30,501 shares of Schwab Emerging Markets Equity ETF worth $811K as of Q2 2024.
Janiczek Wealth Management bought 544 Schwab Emerging Markets Equity ETF shares in Q2 2024, an estimated $14.2K.
Schwab Emerging Markets Equity ETF made up 0.17% of Janiczek Wealth Management's portfolio in Q2 2024, its #54 holding.
Janiczek Wealth Management first reported a position in Schwab Emerging Markets Equity ETF in Q2 2017 and has held it in 29 quarters since.
Janiczek Wealth Management's Schwab Emerging Markets Equity ETF position peaked at $1.22M in Q1 2019.
721 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.