Level Financial Advisors’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Level Financial 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
2024 Q1	–	Sell	-3	Closed	-$70	–	218
2023 Q4	$70	Hold	3	–	–	﹤0.01%	273
2023 Q3	$66	Sell	3 -111	-97%	-$2.75K	﹤0.01%	281
2023 Q2	$2.81K	Sell	114 -146	-56%	-$3.57K	﹤0.01%	240
2023 Q1	$6.38K	Sell	260 -77	-23%	-$1.91K	﹤0.01%	181
2022 Q4	$8K	Sell	337 -329	-49%	-$7.66K	0.01%	175
2022 Q3	$15K	Sell	666 -931	-58%	-$23K	0.01%	154
2022 Q2	$41K	Sell	1,597 -1,259	-44%	-$32.9K	0.03%	115
2022 Q1	$79K	Sell	2,856 -530	-16%	-$15.3K	0.06%	67
2021 Q4	$100K	Buy	+3,386	New	+$103K	0.08%	62

Other funds holding SCHE

CSIA

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

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

Level Financial Advisors's SCHE Position: Q1 2024 in Review

Level Financial Advisors sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q1 2024, closing a stake of 3 shares — an estimated $70 sold.

Level Financial Advisors first reported a position in SCHE in Q4 2021 and held it in 9 quarters. The position peaked at $100K in Q4 2021. 727 funds tracked by Wall St. Rank hold SCHE as of Q1 2024.

Level Financial Advisors reported no remaining Schwab Emerging Markets Equity ETF position as of Q1 2024 after selling out during the quarter.
Level Financial Advisors sold 3 Schwab Emerging Markets Equity ETF shares in Q1 2024, an estimated $70.
Level Financial Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q4 2021 and held it in 9 quarters.
Level Financial Advisors's Schwab Emerging Markets Equity ETF position peaked at $100K in Q4 2021.
727 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2024.

Based on Level Financial Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.