Johnson Financial Group Inc (Wisconsin)’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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	-1,049	Closed	-$26K	–	959
2023 Q4	$26K	Buy	1,049 +754	+256%	+$18.1K	﹤0.01%	515
2023 Q3	$7.06K	Buy	+295	New	+$7.31K	﹤0.01%	549
2022 Q1	–	Sell	-975	Closed	-$29K	–	793
2021 Q4	$29K	Hold	975	–	–	﹤0.01%	524
2021 Q3	$30K	Hold	975	–	–	﹤0.01%	467
2021 Q2	$32K	Buy	975 +13	+1%	+$422	﹤0.01%	467
2021 Q1	$30K	Buy	+962	New	+$31.3K	﹤0.01%	466

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CSIA

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Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

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

Johnson Financial Group Inc (Wisconsin)'s SCHE Position: Q1 2024 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q1 2024, closing a stake of 1,049 shares — an estimated $26K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in SCHE in Q1 2021 and held it in 6 quarters. The position peaked at $32K in Q2 2021. 727 funds tracked by Wall St. Rank hold SCHE as of Q1 2024.

Johnson Financial Group Inc (Wisconsin) reported no remaining Schwab Emerging Markets Equity ETF position as of Q1 2024 after selling out during the quarter.
Johnson Financial Group Inc (Wisconsin) sold 1,049 Schwab Emerging Markets Equity ETF shares in Q1 2024, an estimated $26K.
Johnson Financial Group Inc (Wisconsin) first reported a position in Schwab Emerging Markets Equity ETF in Q1 2021 and held it in 6 quarters.
Johnson Financial Group Inc (Wisconsin)'s Schwab Emerging Markets Equity ETF position peaked at $32K in Q2 2021.
727 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2024.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q1 2024, filed 14 May 2024.