Moisand Fitzgerald Tamayo’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Moisand Fitzgerald Tamayo’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	-119	Closed	-$2.95K	–	644
2023 Q4	$2.95K	Buy	+119	New	+$2.86K	﹤0.01%	485
2022 Q4	–	Sell	-209	Closed	-$5K	–	835
2022 Q3	$5K	Hold	209	–	–	﹤0.01%	379
2022 Q2	$5K	Buy	+209	New	+$5.46K	﹤0.01%	326
2022 Q1	–	Sell	-209	Closed	-$6K	–	639
2021 Q4	$6K	Hold	209	–	–	﹤0.01%	290
2021 Q3	$6K	Hold	209	–	–	﹤0.01%	283
2021 Q2	$7K	Sell	209 -67	-24%	-$2.17K	﹤0.01%	295
2021 Q1	$9K	Sell	276 -437	-61%	-$14.2K	﹤0.01%	226
2020 Q4	$22K	Buy	+713	New	+$20.7K	0.01%	167

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

Moisand Fitzgerald Tamayo's SCHE Position: Q1 2024 in Review

Moisand Fitzgerald Tamayo sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q1 2024, closing a stake of 119 shares — an estimated $2.95K sold.

Moisand Fitzgerald Tamayo first reported a position in SCHE in Q4 2020 and held it in 8 quarters. The position peaked at $22K in Q4 2020. 727 funds tracked by Wall St. Rank hold SCHE as of Q1 2024.

Moisand Fitzgerald Tamayo reported no remaining Schwab Emerging Markets Equity ETF position as of Q1 2024 after selling out during the quarter.
Moisand Fitzgerald Tamayo sold 119 Schwab Emerging Markets Equity ETF shares in Q1 2024, an estimated $2.95K.
Moisand Fitzgerald Tamayo first reported a position in Schwab Emerging Markets Equity ETF in Q4 2020 and held it in 8 quarters.
Moisand Fitzgerald Tamayo's Schwab Emerging Markets Equity ETF position peaked at $22K in Q4 2020.
727 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2024.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q1 2024, filed 16 Apr 2024.