Journey Advisory Group’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Journey Advisory Group’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	-29,657	Closed	-$664K	–	238
2022 Q3	$664K	Sell	29,657 -228	-0.8%	-$5.63K	0.17%	117
2022 Q2	$745K	Buy	29,885 +1,112	+4%	+$29.1K	0.17%	127
2022 Q1	$799K	Buy	28,773 +1,670	+6%	+$48.3K	0.2%	108
2021 Q4	$803K	Buy	27,103 +689	+3%	+$21.1K	0.22%	98
2021 Q3	$805K	Buy	26,414 +1,167	+5%	+$36.5K	0.26%	87
2021 Q2	$830K	Buy	25,247 +681	+3%	+$22.1K	0.26%	85
2021 Q1	$781K	Buy	24,566 +278	+1%	+$9.05K	0.27%	83
2020 Q4	$744K	Buy	+24,288	New	+$704K	0.28%	78

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

Journey Advisory Group's SCHE Position: Q4 2022 in Review

Journey Advisory Group sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q4 2022, closing a stake of 29,657 shares — an estimated $664K sold.

Journey Advisory Group first reported a position in SCHE in Q4 2020 and held it in 8 quarters. The position peaked at $830K in Q2 2021. 712 funds tracked by Wall St. Rank hold SCHE as of Q4 2022.

Journey Advisory Group reported no remaining Schwab Emerging Markets Equity ETF position as of Q4 2022 after selling out during the quarter.
Journey Advisory Group sold 29,657 Schwab Emerging Markets Equity ETF shares in Q4 2022, an estimated $664K.
Journey Advisory Group first reported a position in Schwab Emerging Markets Equity ETF in Q4 2020 and held it in 8 quarters.
Journey Advisory Group's Schwab Emerging Markets Equity ETF position peaked at $830K in Q2 2021.
712 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q4 2022.

Based on Journey Advisory Group's 13F filing for Q4 2022, filed 7 Feb 2023.