Kavar Capital Partners Group’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Kavar Capital Partners 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
2023 Q4	–	Sell	-9,632	Closed	-$231K	–	166
2023 Q3	$231K	Buy	+9,632	New	+$239K	0.05%	141
2023 Q2	–	Sell	-8,266	Closed	-$203K	–	160
2023 Q1	$203K	Sell	8,266 -228	-3%	-$5.65K	0.04%	151
2022 Q4	$201K	Sell	8,494 -274,229	-97%	-$6.38M	0.05%	142
2022 Q3	$6.33M	Buy	282,723 +6,904	+3%	+$171K	1.61%	15
2022 Q2	$7M	Buy	275,819 +10,070	+4%	+$263K	1.62%	18
2022 Q1	$7.38M	Buy	265,749 +8,976	+3%	+$260K	1.59%	17
2021 Q4	$7.61M	Sell	256,773 -6,271	-2%	-$192K	1.58%	17
2021 Q3	$8.02M	Buy	263,044 +6,497	+3%	+$203K	1.83%	12
2021 Q2	$8.44M	Buy	256,547 +16,032	+7%	+$520K	2.04%	10
2021 Q1	$7.64M	Buy	240,515 +24,332	+11%	+$792K	2.06%	11
2020 Q4	$6.63M	Buy	216,183 +18,854	+10%	+$547K	1.91%	13
2020 Q3	$5.28M	Buy	197,329 +4,811	+2%	+$129K	1.78%	15
2020 Q2	$4.69M	Buy	192,518 +63,765	+50%	+$1.45M	1.8%	15
2020 Q1	$2.66M	Sell	128,753 -7,997	-6%	-$200K	1.28%	26
2019 Q4	$3.74M	Buy	136,750 +4,776	+4%	+$126K	1.39%	21
2019 Q3	$3.32M	Buy	131,974 +6,730	+5%	+$171K	1.29%	23
2019 Q2	$3.29M	Buy	125,244 +7,921	+7%	+$205K	1.29%	23
2019 Q1	$3.05M	Buy	117,323 +10,054	+9%	+$255K	1.36%	22
2018 Q4	$2.52M	Buy	+107,269	New	+$2.6M	1.36%	25
2018 Q3	–	Sell	-2,016	Closed	-$52K	–	327
2018 Q2	$52K	Buy	2,016 +3	+0.1%	+$82	0.03%	185
2018 Q1	$58K	Buy	+2,013	New	+$59K	0.03%	174
2016 Q1	–	Sell	-3,035	Closed	-$59K	–	337
2015 Q4	$59K	Sell	3,035 -1,305	-30%	-$27.3K	0.04%	160
2015 Q3	$83K	Sell	4,340 -2,735	-39%	-$59.8K	0.06%	140
2015 Q2	$173K	Buy	+7,075	New	+$181K	0.12%	120
2014 Q3	–	Sell	-8,144	Closed	-$212K	–	132
2014 Q2	$212K	Sell	8,144 -870	-10%	-$21.9K	0.18%	125
2014 Q1	$219K	Sell	9,014 -3,055	-25%	-$70.9K	0.18%	121
2013 Q4	$296K	Buy	+12,069	New	+$303K	0.27%	100

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 22.96% 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 $59.8B AUM 29.42% 1-Year Est. Return

Kavar Capital Partners Group's SCHE Position: Q4 2023 in Review

Kavar Capital Partners Group sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q4 2023, closing a stake of 9,632 shares — an estimated $231K sold.

Kavar Capital Partners Group first reported a position in SCHE in Q4 2013 and held it in 27 quarters. The position peaked at $8.44M in Q2 2021. 735 funds tracked by Wall St. Rank hold SCHE as of Q4 2023.

Kavar Capital Partners Group reported no remaining Schwab Emerging Markets Equity ETF position as of Q4 2023 after selling out during the quarter.
Kavar Capital Partners Group sold 9,632 Schwab Emerging Markets Equity ETF shares in Q4 2023, an estimated $231K.
Kavar Capital Partners Group first reported a position in Schwab Emerging Markets Equity ETF in Q4 2013 and held it in 27 quarters.
Kavar Capital Partners Group's Schwab Emerging Markets Equity ETF position peaked at $8.44M in Q2 2021.
735 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q4 2023.

Based on Kavar Capital Partners Group's 13F filing for Q4 2023, filed 14 Feb 2024.