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

JNBA 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 Q4	–	Sell	-47	Closed	-$1.13K	–	743
2023 Q3	$1.13K	Hold	47	–	–	﹤0.01%	658
2023 Q2	$1.16K	Hold	47	–	–	﹤0.01%	646
2023 Q1	$1.15K	Sell	47 -685	-94%	-$17K	﹤0.01%	650
2022 Q4	$17.3K	Hold	732	–	–	﹤0.01%	387
2022 Q3	$16K	Sell	732 -244	-25%	-$6.03K	﹤0.01%	407
2022 Q2	$25K	Buy	+976	New	+$25.5K	﹤0.01%	366
2021 Q4	–	Sell	-956	Closed	-$29K	–	871
2021 Q3	$29K	Hold	956	–	–	﹤0.01%	362
2021 Q2	$31K	Hold	956	–	–	﹤0.01%	348
2021 Q1	$30K	Hold	956	–	–	﹤0.01%	345
2020 Q4	$29K	Sell	956 -732	-43%	-$21.2K	﹤0.01%	320
2020 Q3	$45K	Hold	1,688	–	–	0.01%	251
2020 Q2	$41K	Hold	1,688	–	–	0.01%	253
2020 Q1	$35K	Sell	1,688 -87	-5%	-$2.18K	0.01%	254
2019 Q4	$49K	Hold	1,775	–	–	0.01%	245
2019 Q3	$45K	Buy	1,775 +67	+4%	+$1.71K	0.01%	244
2019 Q2	$45K	Hold	1,708	–	–	0.01%	253
2019 Q1	$44K	Hold	1,708	–	–	0.01%	241
2018 Q4	$40K	Sell	1,708 -37,516	-96%	-$909K	0.01%	226
2018 Q3	$1.01M	Buy	39,224 +39,137	+44,985%	+$1.01M	0.45%	55
2018 Q2	$2K	Buy	+87	New	+$2.39K	﹤0.01%	491

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 $104B AUM 28.3% 1-Year Est. Return

SAG

SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

JNBA Financial Advisors's SCHE Position: Q4 2023 in Review

JNBA Financial Advisors sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q4 2023, closing a stake of 47 shares — an estimated $1.13K sold.

JNBA Financial Advisors first reported a position in SCHE in Q2 2018 and held it in 20 quarters. The position peaked at $1.01M in Q3 2018. 735 funds tracked by Wall St. Rank hold SCHE as of Q4 2023.

JNBA Financial Advisors reported no remaining Schwab Emerging Markets Equity ETF position as of Q4 2023 after selling out during the quarter.
JNBA Financial Advisors sold 47 Schwab Emerging Markets Equity ETF shares in Q4 2023, an estimated $1.13K.
JNBA Financial Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q2 2018 and held it in 20 quarters.
JNBA Financial Advisors's Schwab Emerging Markets Equity ETF position peaked at $1.01M in Q3 2018.
735 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q4 2023.

Based on JNBA Financial Advisors's 13F filing for Q4 2023, filed 8 Feb 2024.