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Lindbrook Capital’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Lindbrook Capital’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
-48
Closed -$1.19K – 2743
2023
Q4 		$1.19K Hold
48
– – ﹤0.01% 2425
2023
Q3 		$1.15K Hold
48
– – ﹤0.01% 2315
2023
Q2 		$1.18K Hold
48
– – ﹤0.01% 2334
2023
Q1 		$1.18K Hold
48
– – ﹤0.01% 2423
2022
Q4 		$1.14K Hold
48
– – ﹤0.01% 2437
2022
Q3 		$1K Buy
+48
New +$1.19K ﹤0.01% 2474

Other funds holding SCHE

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Lindbrook Capital's SCHE Position: Q1 2024 in Review

Lindbrook Capital sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q1 2024, closing a stake of 48 shares — an estimated $1.19K sold.

Lindbrook Capital first reported a position in SCHE in Q3 2022 and held it in 6 quarters. The position peaked at $1.19K in Q4 2023. 727 funds tracked by Wall St. Rank hold SCHE as of Q1 2024.

  • Lindbrook Capital reported no remaining Schwab Emerging Markets Equity ETF position as of Q1 2024 after selling out during the quarter.
  • Lindbrook Capital sold 48 Schwab Emerging Markets Equity ETF shares in Q1 2024, an estimated $1.19K.
  • Lindbrook Capital first reported a position in Schwab Emerging Markets Equity ETF in Q3 2022 and held it in 6 quarters.
  • Lindbrook Capital's Schwab Emerging Markets Equity ETF position peaked at $1.19K in Q4 2023.
  • 727 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2024.

Based on Lindbrook Capital's 13F filing for Q1 2024, filed 25 Apr 2024.