Ogorek Anthony Joseph’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Ogorek Anthony Joseph’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	–	Sell	-1,540	Closed	-$46K	–	249
2021 Q3	$46K	Hold	1,540	–	–	0.02%	77
2021 Q2	$50K	Hold	1,540	–	–	0.02%	71
2021 Q1	$48K	Hold	1,540	–	–	0.02%	66
2020 Q4	$47K	Hold	1,540	–	–	0.03%	54
2020 Q3	$41K	Sell	1,540 -82	-5%	-$2.19K	0.02%	50
2020 Q2	$39K	Sell	1,622 -251,484	-99%	-$5.71M	0.03%	43
2020 Q1	$5.24M	Buy	253,106 +131,773	+109%	+$3.3M	2.85%	12
2019 Q4	$3.32M	Buy	+121,333	New	+$3.2M	1.62%	13
2018 Q4	–	Sell	-68,831	Closed	-$1.77M	–	165
2018 Q3	$1.77M	Sell	68,831 -8,015	-10%	-$208K	1.3%	10
2018 Q2	$1.99M	Buy	76,846 +6,889	+10%	+$189K	1.55%	9
2018 Q1	$2.01M	Buy	69,957 +69,070	+7,787%	+$2.02M	1.74%	8
2017 Q4	$24K	Buy	+887	New	+$24.5K	0.02%	36

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 $11.5B AUM 18.82% 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

Ogorek Anthony Joseph's SCHE Position: Q4 2021 in Review

Ogorek Anthony Joseph sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q4 2021, closing a stake of 1,540 shares — an estimated $46K sold.

Ogorek Anthony Joseph first reported a position in SCHE in Q4 2017 and held it in 12 quarters. The position peaked at $5.24M in Q1 2020. 735 funds tracked by Wall St. Rank hold SCHE as of Q4 2021.

Ogorek Anthony Joseph reported no remaining Schwab Emerging Markets Equity ETF position as of Q4 2021 after selling out during the quarter.
Ogorek Anthony Joseph sold 1,540 Schwab Emerging Markets Equity ETF shares in Q4 2021, an estimated $46K.
Ogorek Anthony Joseph first reported a position in Schwab Emerging Markets Equity ETF in Q4 2017 and held it in 12 quarters.
Ogorek Anthony Joseph's Schwab Emerging Markets Equity ETF position peaked at $5.24M in Q1 2020.
735 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q4 2021.

Based on Ogorek Anthony Joseph's 13F filing for Q4 2021, filed 18 Jan 2022.