Kowal Investment Group’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Kowal Investment 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
2024 Q3	$2.81M	Buy	96,135 +16,511	+21%	+$447K	0.52%	30
2024 Q2	$2.11M	Buy	79,624 +15,177	+24%	+$396K	0.42%	34
2024 Q1	$1.63M	Buy	64,447 +16,692	+35%	+$410K	0.35%	41
2023 Q4	$1.18M	Sell	47,755 -1,181	-2%	-$28.4K	0.28%	50
2023 Q3	$1.17M	Buy	48,936 +2,013	+4%	+$49.9K	0.32%	46
2023 Q2	$1.16M	Buy	46,923 +25,080	+115%	+$613K	0.31%	45
2023 Q1	$536K	Buy	21,843 +7,325	+50%	+$181K	0.15%	73
2022 Q4	$344K	Buy	14,518 +4,132	+40%	+$96.2K	0.1%	107
2022 Q3	$233K	Buy	+10,386	New	+$257K	0.08%	122
2021 Q4	–	Sell	-3,158	Closed	-$96K	–	774
2021 Q3	$96K	Buy	+3,158	New	+$98.7K	0.03%	156

Other funds holding SCHE

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

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

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

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

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

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

Kowal Investment Group's SCHE Position: Q3 2024 in Review

Kowal Investment Group increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 21% in Q3 2024, buying an estimated $447K and bringing the position to 96,135 shares worth $2.81M. The position accounts for 0.52% of the portfolio, ranked #30.

Kowal Investment Group first reported a position in SCHE in Q3 2021 and has held it in 10 quarters since. 727 funds tracked by Wall St. Rank hold SCHE as of Q3 2024.

Kowal Investment Group held 96,135 shares of Schwab Emerging Markets Equity ETF worth $2.81M as of Q3 2024.
Kowal Investment Group bought 16,511 Schwab Emerging Markets Equity ETF shares in Q3 2024, an estimated $447K.
Schwab Emerging Markets Equity ETF made up 0.52% of Kowal Investment Group's portfolio in Q3 2024, its #30 holding.
Kowal Investment Group first reported a position in Schwab Emerging Markets Equity ETF in Q3 2021 and has held it in 10 quarters since.
727 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2024.

Based on Kowal Investment Group's 13F filing for Q3 2024, filed 16 Oct 2024.