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Kelly Financial Services’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Kelly Financial Services’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
Q3 		– Sell
-55
Closed -$1.46K – 624
2024
Q2 		$1.46K Hold
55
– – ﹤0.01% 620
2024
Q1 		$1.39K Hold
55
– – ﹤0.01% 640
2023
Q4 		$1.36K Buy
55
+2
+4% +$48 ﹤0.01% 622
2023
Q3 		$1.27K Hold
53
– – ﹤0.01% 594
2023
Q2 		$1.31K Hold
53
– – ﹤0.01% 583
2023
Q1 		$1.3K Hold
53
– – ﹤0.01% 564
2022
Q4 		$1.25K Buy
53
+1
+2% +$23 ﹤0.01% 547
2022
Q3 		$1.16K Hold
52
– – ﹤0.01% 558
2022
Q2 		$1.31K Sell
52
-6
-10% -$157 ﹤0.01% 535
2022
Q1 		$1.61K Hold
58
– – ﹤0.01% 538
2021
Q4 		$1.71K Buy
58
+1
+2% +$31 ﹤0.01% 555
2021
Q3 		$1.73K Sell
57
-1,806
-97% -$56.4K ﹤0.01% 529
2021
Q2 		$57K Buy
1,863
+1,807
+3,227% +$58.6K ﹤0.01% 444
2021
Q1 		$1.79K Buy
56
+50
+833% +$1.63K ﹤0.01% 512
2020
Q4 		$193 Hold
6
– – ﹤0.01% 573
2020
Q3 		$166 Hold
6
– – ﹤0.01% 558
2020
Q2 		$151 Hold
6
– – ﹤0.01% 576
2020
Q1 		$128 Hold
6
– – ﹤0.01% 549
2019
Q4 		$169 Hold
6
– – ﹤0.01% 534
2019
Q3 		$151 Buy
+6
New +$153 ﹤0.01% 526

Other funds holding SCHE

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Kelly Financial Services's SCHE Position: Q3 2024 in Review

Kelly Financial Services sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q3 2024, closing a stake of 55 shares — an estimated $1.46K sold.

Kelly Financial Services first reported a position in SCHE in Q3 2019 and held it in 20 quarters. The position peaked at $57K in Q2 2021. 727 funds tracked by Wall St. Rank hold SCHE as of Q3 2024.

  • Kelly Financial Services reported no remaining Schwab Emerging Markets Equity ETF position as of Q3 2024 after selling out during the quarter.
  • Kelly Financial Services sold 55 Schwab Emerging Markets Equity ETF shares in Q3 2024, an estimated $1.46K.
  • Kelly Financial Services first reported a position in Schwab Emerging Markets Equity ETF in Q3 2019 and held it in 20 quarters.
  • Kelly Financial Services's Schwab Emerging Markets Equity ETF position peaked at $57K in Q2 2021.
  • 727 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.