Laurel Wealth Advisors (California)’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Laurel Wealth Advisors (California)’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 Q2	–	Sell	-7,513	Closed	-$209K	–	736
2022 Q1	$209K	Buy	7,513 +61	+0.8%	+$1.77K	0.02%	708
2021 Q4	$221K	Buy	+7,452	New	+$228K	0.02%	726
2021 Q3	–	Sell	-6,099	Closed	-$201K	–	499
2021 Q2	$201K	Buy	+6,099	New	+$198K	0.03%	498
2021 Q1	–	Sell	-35,807	Closed	-$1.1M	–	481
2020 Q4	$1.1M	Sell	35,807 -1,091	-3%	-$31.6K	0.16%	149
2020 Q3	$987K	Sell	36,898 -1,461	-4%	-$39K	0.16%	137
2020 Q2	$934K	Sell	38,359 -16,486	-30%	-$375K	0.17%	137
2020 Q1	$1.14M	Sell	54,845 -19,884	-27%	-$497K	0.26%	107
2019 Q4	$2.04M	Buy	74,729 +15,299	+26%	+$403K	0.34%	70
2019 Q3	$1.49M	Buy	59,430 +973	+2%	+$24.8K	0.26%	103
2019 Q2	$1.53M	Buy	58,457 +10,371	+22%	+$269K	0.34%	75
2019 Q1	$1.25M	Buy	48,086 +14,418	+43%	+$365K	0.31%	92
2018 Q4	$792K	Buy	33,668 +20,939	+164%	+$507K	0.23%	114
2018 Q3	$327K	Buy	+12,729	New	+$330K	0.08%	262

Other funds holding SCHE

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

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

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

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

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

Hamilton Capital Columbus, Ohio $1.93B AUM

Laurel Wealth Advisors (California)'s SCHE Position: Q2 2022 in Review

Laurel Wealth Advisors (California) sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q2 2022, closing a stake of 7,513 shares — an estimated $209K sold.

Laurel Wealth Advisors (California) first reported a position in SCHE in Q3 2018 and held it in 13 quarters. The position peaked at $2.04M in Q4 2019. 718 funds tracked by Wall St. Rank hold SCHE as of Q2 2022.

Laurel Wealth Advisors (California) reported no remaining Schwab Emerging Markets Equity ETF position as of Q2 2022 after selling out during the quarter.
Laurel Wealth Advisors (California) sold 7,513 Schwab Emerging Markets Equity ETF shares in Q2 2022, an estimated $209K.
Laurel Wealth Advisors (California) first reported a position in Schwab Emerging Markets Equity ETF in Q3 2018 and held it in 13 quarters.
Laurel Wealth Advisors (California)'s Schwab Emerging Markets Equity ETF position peaked at $2.04M in Q4 2019.
718 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q2 2022, filed 12 Aug 2022.