John W. Brooker & Co’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

John W. Brooker & Co’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
2022 Q4	–	Sell	-596	Closed	-$13K	–	163
2022 Q3	$13K	Hold	596	–	–	0.01%	138
2022 Q2	$15K	Hold	596	–	–	0.01%	129
2022 Q1	$17K	Hold	596	–	–	0.01%	131
2021 Q4	$18K	Hold	596	–	–	0.01%	131
2021 Q3	$18K	Hold	596	–	–	0.01%	126
2021 Q2	$20K	Buy	+596	New	+$19.3K	0.01%	117
2021 Q1	–	Sell	-208	Closed	-$6K	–	178
2020 Q4	$6K	Buy	208 +4	+2%	+$116	﹤0.01%	140
2020 Q3	$5K	Hold	204	–	–	﹤0.01%	140
2020 Q2	$5K	Buy	204 +1	+0.5%	+$23	﹤0.01%	140
2020 Q1	$4K	Hold	203	–	–	﹤0.01%	148
2019 Q4	$6K	Buy	+203	New	+$5.35K	﹤0.01%	138

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 $147B AUM 18.73% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

John W. Brooker & Co's SCHE Position: Q4 2022 in Review

John W. Brooker & Co sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q4 2022, closing a stake of 596 shares — an estimated $13K sold.

John W. Brooker & Co first reported a position in SCHE in Q4 2019 and held it in 11 quarters. The position peaked at $20K in Q2 2021. 712 funds tracked by Wall St. Rank hold SCHE as of Q4 2022.

John W. Brooker & Co reported no remaining Schwab Emerging Markets Equity ETF position as of Q4 2022 after selling out during the quarter.
John W. Brooker & Co sold 596 Schwab Emerging Markets Equity ETF shares in Q4 2022, an estimated $13K.
John W. Brooker & Co first reported a position in Schwab Emerging Markets Equity ETF in Q4 2019 and held it in 11 quarters.
John W. Brooker & Co's Schwab Emerging Markets Equity ETF position peaked at $20K in Q2 2021.
712 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q4 2022.

Based on John W. Brooker & Co's 13F filing for Q4 2022, filed 13 Jan 2023.