Next Financial Group’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Next Financial Group’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
2021 Q4	$27K	Sell	904 -479	-35%	-$14.6K	﹤0.01%	1759
2021 Q3	$42K	Buy	1,383 +37	+3%	+$1.16K	﹤0.01%	1487
2021 Q2	$44K	Hold	1,346	–	–	﹤0.01%	1442
2021 Q1	$43K	Buy	1,346 +35	+3%	+$1.14K	﹤0.01%	1337
2020 Q4	$40K	Buy	1,311 +359	+38%	+$10.4K	﹤0.01%	1273
2020 Q3	$25K	Buy	+952	New	+$25.4K	﹤0.01%	1339
2020 Q2	–	Sell	-869	Closed	-$18K	–	1652
2020 Q1	$18K	Hold	869	–	–	﹤0.01%	1317
2019 Q4	$24K	Hold	869	–	–	﹤0.01%	1465
2019 Q3	$22K	Buy	869 +429	+98%	+$10.9K	﹤0.01%	1408
2019 Q2	$12K	Buy	+440	New	+$11.4K	﹤0.01%	1632
2019 Q1	–	Sell	-617	Closed	-$15K	–	2048
2018 Q4	$15K	Buy	+617	New	+$15K	﹤0.01%	1210
2017 Q4	–	Sell	-440	Closed	-$12K	–	1191
2017 Q3	$12K	Hold	440	–	–	﹤0.01%	1152
2017 Q2	$11K	Hold	440	–	–	﹤0.01%	1300
2017 Q1	$11K	Sell	440 -952	-68%	-$22.2K	﹤0.01%	1253
2016 Q4	$30K	Hold	1,392	–	–	0.01%	1186
2016 Q3	$32K	Buy	1,392 +952	+216%	+$21.5K	0.01%	1148
2016 Q2	$9K	Hold	440	–	–	﹤0.01%	1236
2016 Q1	$9K	Hold	440	–	–	﹤0.01%	1207
2015 Q4	$8K	Hold	440	–	–	﹤0.01%	1261
2015 Q3	$8K	Hold	440	–	–	﹤0.01%	1296
2015 Q2	$10K	Hold	440	–	–	﹤0.01%	1270
2015 Q1	$10K	Hold	440	–	–	﹤0.01%	1245
2014 Q4	$11K	Buy	+440	New	+$11K	﹤0.01%	1220

Other funds holding SCHE

CSIA

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 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

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

Hamilton Capital Columbus, Ohio $1.93B AUM

Next Financial Group's SCHE Position: Q4 2021 in Review

Next Financial Group reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 35% in Q4 2021, selling an estimated $14.6K and leaving 904 shares worth $27K. The position accounts for ﹤0.01% of the portfolio, ranked #1759.

Next Financial Group first reported a position in SCHE in Q4 2014 and has held it in 23 quarters since. The position peaked at $44K in Q2 2021. 734 funds tracked by Wall St. Rank hold SCHE as of Q4 2021.

Next Financial Group held 904 shares of Schwab Emerging Markets Equity ETF worth $27K as of Q4 2021.
Next Financial Group sold 479 Schwab Emerging Markets Equity ETF shares in Q4 2021, an estimated $14.6K.
Schwab Emerging Markets Equity ETF made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1759 holding.
Next Financial Group first reported a position in Schwab Emerging Markets Equity ETF in Q4 2014 and has held it in 23 quarters since.
Next Financial Group's Schwab Emerging Markets Equity ETF position peaked at $44K in Q2 2021.
734 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.