Lehman & Derafelo Financial Resources’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Lehman & Derafelo Financial Resources’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 Q2	–	Sell	-74	Closed	-$2K	–	230
2021 Q1	$2K	Hold	74	–	–	﹤0.01%	219
2020 Q4	$2K	Hold	74	–	–	﹤0.01%	220
2020 Q3	$2K	Hold	74	–	–	﹤0.01%	264
2020 Q2	$2K	Hold	74	–	–	﹤0.01%	248
2020 Q1	$2K	Hold	74	–	–	﹤0.01%	189
2019 Q4	$2K	Hold	74	–	–	﹤0.01%	196
2019 Q3	$2K	Hold	74	–	–	﹤0.01%	186
2019 Q2	$2K	Sell	74 -16	-18%	-$414	﹤0.01%	179
2019 Q1	$2K	Hold	90	–	–	﹤0.01%	179
2018 Q4	$2K	Buy	+90	New	+$2.18K	﹤0.01%	169

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

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

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

Lehman & Derafelo Financial Resources's SCHE Position: Q2 2021 in Review

Lehman & Derafelo Financial Resources sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q2 2021, closing a stake of 74 shares — an estimated $2K sold.

Lehman & Derafelo Financial Resources first reported a position in SCHE in Q4 2018 and held it in 10 quarters. The position peaked at $2K in Q1 2021. 694 funds tracked by Wall St. Rank hold SCHE as of Q2 2021.

Lehman & Derafelo Financial Resources reported no remaining Schwab Emerging Markets Equity ETF position as of Q2 2021 after selling out during the quarter.
Lehman & Derafelo Financial Resources sold 74 Schwab Emerging Markets Equity ETF shares in Q2 2021, an estimated $2K.
Lehman & Derafelo Financial Resources first reported a position in Schwab Emerging Markets Equity ETF in Q4 2018 and held it in 10 quarters.
Lehman & Derafelo Financial Resources's Schwab Emerging Markets Equity ETF position peaked at $2K in Q1 2021.
694 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2021.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q2 2021, filed 19 Jul 2021.