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

Northeast 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
Q3 		– Sell
-19,054
Closed -$626K – 53
2021
Q2 		$626K Buy
19,054
+658
+4% +$21.3K 0.41% 31
2021
Q1 		$585K Buy
18,396
+647
+4% +$21.1K 0.39% 30
2020
Q4 		$544K Buy
+17,749
New +$515K 0.41% 29

Other funds holding SCHE

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Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM

Northeast Financial Group's SCHE Position: Q3 2021 in Review

Northeast Financial Group sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q3 2021, closing a stake of 19,054 shares — an estimated $626K sold.

Northeast Financial Group first reported a position in SCHE in Q4 2020 and held it in 3 quarters. The position peaked at $626K in Q2 2021. 676 funds tracked by Wall St. Rank hold SCHE as of Q3 2021.

  • Northeast Financial Group reported no remaining Schwab Emerging Markets Equity ETF position as of Q3 2021 after selling out during the quarter.
  • Northeast Financial Group sold 19,054 Schwab Emerging Markets Equity ETF shares in Q3 2021, an estimated $626K.
  • Northeast Financial Group first reported a position in Schwab Emerging Markets Equity ETF in Q4 2020 and held it in 3 quarters.
  • Northeast Financial Group's Schwab Emerging Markets Equity ETF position peaked at $626K in Q2 2021.
  • 676 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2021.

Based on Northeast Financial Group's 13F filing for Q3 2021, filed 18 Aug 2023.