Patriot Financial Group Insurance Agency’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Patriot Financial Group Insurance Agency’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
2022 Q3	–	Sell	-262	Closed	-$7K	–	1661
2022 Q2	$7K	Buy	262 +39	+17%	+$1.02K	﹤0.01%	1385
2022 Q1	$6K	Buy	+223	New	+$6.45K	﹤0.01%	1561
2020 Q2	–	Sell	-327	Closed	-$7K	–	1817
2020 Q1	$7K	Hold	327	–	–	﹤0.01%	985
2019 Q4	$9K	Hold	327	–	–	﹤0.01%	869
2019 Q3	$8K	Hold	327	–	–	﹤0.01%	851
2019 Q2	$9K	Hold	327	–	–	﹤0.01%	838
2019 Q1	$9K	Hold	327	–	–	﹤0.01%	735
2018 Q4	$8K	Hold	327	–	–	0.01%	662
2018 Q3	$8K	Buy	+327	New	+$8.47K	﹤0.01%	670
2018 Q2	–	Sell	-328	Closed	-$9K	–	869
2018 Q1	$9K	Hold	328	–	–	0.01%	618
2017 Q4	$10K	Buy	328 +8	+3%	+$221	0.01%	593
2017 Q3	$9K	Hold	320	–	–	0.01%	578
2017 Q2	$8K	Buy	+320	New	+$7.87K	0.01%	585

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 $103B AUM 28.65% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 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

Patriot Financial Group Insurance Agency's SCHE Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q3 2022, closing a stake of 262 shares — an estimated $7K sold.

Patriot Financial Group Insurance Agency first reported a position in SCHE in Q2 2017 and held it in 13 quarters. The position peaked at $10K in Q4 2017. 677 funds tracked by Wall St. Rank hold SCHE as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Schwab Emerging Markets Equity ETF position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 262 Schwab Emerging Markets Equity ETF shares in Q3 2022, an estimated $7K.
Patriot Financial Group Insurance Agency first reported a position in Schwab Emerging Markets Equity ETF in Q2 2017 and held it in 13 quarters.
Patriot Financial Group Insurance Agency's Schwab Emerging Markets Equity ETF position peaked at $10K in Q4 2017.
677 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.