Lenox Wealth Advisors’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Lenox Wealth Advisors’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 Q1	–	Sell	-663	Closed	-$20K	–	958
2021 Q4	$20K	Buy	663 +23	+4%	+$703	﹤0.01%	398
2021 Q3	$20K	Buy	640 +42	+7%	+$1.31K	﹤0.01%	358
2021 Q2	$20K	Hold	598	–	–	﹤0.01%	364
2021 Q1	$19K	Buy	598 +592	+9,867%	+$19.3K	﹤0.01%	323
2020 Q4	$0	Hold	6	–	–	﹤0.01%	661
2020 Q3	$0	Sell	6 -361	-98%	-$9.64K	﹤0.01%	638
2020 Q2	$9K	Buy	367 +361	+6,017%	+$8.2K	﹤0.01%	394
2020 Q1	$0	Hold	6	–	–	﹤0.01%	912
2019 Q4	$0	Hold	6	–	–	﹤0.01%	806
2019 Q3	$0	Buy	+6	New	+$153	﹤0.01%	638

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

Mather Group Chicago, Illinois $10B AUM 15.14% 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Lenox Wealth Advisors's SCHE Position: Q1 2022 in Review

Lenox Wealth Advisors sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q1 2022, closing a stake of 663 shares — an estimated $20K sold.

Lenox Wealth Advisors first reported a position in SCHE in Q3 2019 and held it in 10 quarters. The position peaked at $20K in Q4 2021. 717 funds tracked by Wall St. Rank hold SCHE as of Q1 2022.

Lenox Wealth Advisors reported no remaining Schwab Emerging Markets Equity ETF position as of Q1 2022 after selling out during the quarter.
Lenox Wealth Advisors sold 663 Schwab Emerging Markets Equity ETF shares in Q1 2022, an estimated $20K.
Lenox Wealth Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q3 2019 and held it in 10 quarters.
Lenox Wealth Advisors's Schwab Emerging Markets Equity ETF position peaked at $20K in Q4 2021.
717 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.