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

MBA 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
2023 Q3	–	Sell	-8,151	Closed	-$201K	–	121
2023 Q2	$201K	Sell	8,151 -1,102	-12%	-$26.9K	0.12%	119
2023 Q1	$227K	Sell	9,253 -703	-7%	-$17.4K	0.14%	113
2022 Q4	$236K	Sell	9,956 -3,787	-28%	-$88.1K	0.15%	111
2022 Q3	$308K	Hold	13,743	–	–	0.22%	89
2022 Q2	$349K	Sell	13,743 -171	-1%	-$4.47K	0.24%	86
2022 Q1	$386K	Sell	13,914 -268	-2%	-$7.76K	0.24%	95
2021 Q4	$420K	Sell	14,182 -390	-3%	-$11.9K	0.26%	92
2021 Q3	$444K	Sell	14,572 -1,584	-10%	-$49.5K	0.33%	78
2021 Q2	$531	Sell	16,156 -4,354	-21%	-$141K	0.25%	71
2021 Q1	$652	Buy	+20,510	New	+$668K	0.36%	56

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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

SAG

SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return

MBA Advisors's SCHE Position: Q3 2023 in Review

MBA Advisors sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q3 2023, closing a stake of 8,151 shares — an estimated $201K sold.

MBA Advisors first reported a position in SCHE in Q1 2021 and held it in 10 quarters. The position peaked at $444K in Q3 2021. 673 funds tracked by Wall St. Rank hold SCHE as of Q3 2023.

MBA Advisors reported no remaining Schwab Emerging Markets Equity ETF position as of Q3 2023 after selling out during the quarter.
MBA Advisors sold 8,151 Schwab Emerging Markets Equity ETF shares in Q3 2023, an estimated $201K.
MBA Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q1 2021 and held it in 10 quarters.
MBA Advisors's Schwab Emerging Markets Equity ETF position peaked at $444K in Q3 2021.
673 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2023.

Based on MBA Advisors's 13F filing for Q3 2023, filed 19 Oct 2023.