O'Dell Group’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

O'Dell 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
2023 Q3	–	Sell	-9	Closed	-$222	–	397
2023 Q2	$222	Buy	+9	New	+$220	﹤0.01%	494
2022 Q4	–	Sell	-7	Closed	–	–	332
2022 Q3	$0	Sell	7 -255	-97%	-$6.3K	﹤0.01%	483
2022 Q2	$7K	Buy	262 +208	+385%	+$5.43K	﹤0.01%	313
2022 Q1	$1K	Buy	54 +2	+4%	+$58	﹤0.01%	492
2021 Q4	$2K	Buy	52 +3	+6%	+$92	﹤0.01%	464
2021 Q3	$1K	Buy	+49	New	+$1.53K	﹤0.01%	473

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

O'Dell Group's SCHE Position: Q3 2023 in Review

O'Dell Group sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q3 2023, closing a stake of 9 shares — an estimated $222 sold.

O'Dell Group first reported a position in SCHE in Q3 2021 and held it in 6 quarters. The position peaked at $7K in Q2 2022. 673 funds tracked by Wall St. Rank hold SCHE as of Q3 2023.

O'Dell Group reported no remaining Schwab Emerging Markets Equity ETF position as of Q3 2023 after selling out during the quarter.
O'Dell Group sold 9 Schwab Emerging Markets Equity ETF shares in Q3 2023, an estimated $222.
O'Dell Group first reported a position in Schwab Emerging Markets Equity ETF in Q3 2021 and held it in 6 quarters.
O'Dell Group's Schwab Emerging Markets Equity ETF position peaked at $7K in Q2 2022.
673 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2023.

Based on O'Dell Group's 13F filing for Q3 2023, filed 13 Nov 2023.