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

Laurel Wealth Advisors (North Carolina)’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
2021 Q3	–	Sell	-3,650	Closed	-$120K	–	726
2021 Q2	$120K	Hold	3,650	–	–	0.03%	204
2021 Q1	$116K	Hold	3,650	–	–	0.03%	195
2020 Q4	$112K	Buy	3,650 +100	+3%	+$2.9K	0.03%	185
2020 Q3	$95K	Sell	3,550 -465	-12%	-$12.4K	0.03%	184
2020 Q2	$98K	Buy	4,015 +500	+14%	+$11.4K	0.03%	177
2020 Q1	$73K	Hold	3,515	–	–	0.03%	185
2019 Q4	$96K	Hold	3,515	–	–	0.03%	185
2019 Q3	$88K	Buy	3,515 +1,225	+53%	+$31.2K	0.03%	190
2019 Q2	$60K	Hold	2,290	–	–	0.02%	220
2019 Q1	$60K	Sell	2,290 -181	-7%	-$4.59K	0.02%	218
2018 Q4	$58K	Buy	+2,471	New	+$59.9K	0.02%	206

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

Mather Group Chicago, Illinois $10B AUM 15.14% 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

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 (North Carolina)'s SCHE Position: Q3 2021 in Review

Laurel Wealth Advisors (North Carolina) sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q3 2021, closing a stake of 3,650 shares — an estimated $120K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in SCHE in Q4 2018 and held it in 11 quarters. The position peaked at $120K in Q2 2021. 676 funds tracked by Wall St. Rank hold SCHE as of Q3 2021.

Laurel Wealth Advisors (North Carolina) reported no remaining Schwab Emerging Markets Equity ETF position as of Q3 2021 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 3,650 Schwab Emerging Markets Equity ETF shares in Q3 2021, an estimated $120K.
Laurel Wealth Advisors (North Carolina) first reported a position in Schwab Emerging Markets Equity ETF in Q4 2018 and held it in 11 quarters.
Laurel Wealth Advisors (North Carolina)'s Schwab Emerging Markets Equity ETF position peaked at $120K in Q2 2021.
676 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2021.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q3 2021, filed 12 Nov 2021.