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

Money Concepts 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
2023 Q1	–	Sell	-264	Closed	-$6.25K	–	2460
2022 Q4	$6.25K	Sell	264 -433	-62%	-$10.1K	﹤0.01%	2240
2022 Q3	$16K	Buy	697 +517	+287%	+$12.8K	﹤0.01%	965
2022 Q2	$5K	Sell	180 -55	-23%	-$1.44K	﹤0.01%	1184
2022 Q1	$7K	Buy	235 +55	+31%	+$1.59K	﹤0.01%	2089
2021 Q4	$5K	Buy	+180	New	+$5.5K	﹤0.01%	708
2021 Q1	$26K	Buy	810 +205	+34%	+$6.68K	﹤0.01%	614
2020 Q4	$19K	Buy	+605	New	+$17.5K	﹤0.01%	574

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

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Hamilton Capital Columbus, Ohio $1.93B AUM

Money Concepts Capital's SCHE Position: Q1 2023 in Review

Money Concepts Capital sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q1 2023, closing a stake of 264 shares — an estimated $6.25K sold.

Money Concepts Capital first reported a position in SCHE in Q4 2020 and held it in 7 quarters. The position peaked at $26K in Q1 2021. 694 funds tracked by Wall St. Rank hold SCHE as of Q1 2023.

Money Concepts Capital reported no remaining Schwab Emerging Markets Equity ETF position as of Q1 2023 after selling out during the quarter.
Money Concepts Capital sold 264 Schwab Emerging Markets Equity ETF shares in Q1 2023, an estimated $6.25K.
Money Concepts Capital first reported a position in Schwab Emerging Markets Equity ETF in Q4 2020 and held it in 7 quarters.
Money Concepts Capital's Schwab Emerging Markets Equity ETF position peaked at $26K in Q1 2021.
694 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.