Personal Capital Advisors’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Personal Capital Advisors’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 Q4	$572K	Buy	24,178 +4,500	+23%	+$105K	﹤0.01%	284
2022 Q3	$441K	Buy	19,678 +5,502	+39%	+$136K	﹤0.01%	303
2022 Q2	$360K	Sell	14,176 -5,124	-27%	-$134K	﹤0.01%	316
2022 Q1	$536K	Sell	19,300 -5,932	-24%	-$172K	﹤0.01%	298
2021 Q4	$741K	Buy	25,232 +2,037	+9%	+$62.2K	﹤0.01%	283
2021 Q3	$707K	Sell	23,195 -4,119	-15%	-$129K	﹤0.01%	275
2021 Q2	$898K	Sell	27,314 -1,905	-7%	-$61.8K	﹤0.01%	257
2021 Q1	$929K	Buy	29,219 +1,712	+6%	+$55.8K	0.01%	257
2020 Q4	$843K	Buy	27,507 +5,561	+25%	+$161K	0.01%	259
2020 Q3	$587K	Buy	21,946 +2,773	+14%	+$74.1K	﹤0.01%	272
2020 Q2	$467K	Buy	19,173 +2,827	+17%	+$64.2K	﹤0.01%	258
2020 Q1	$340K	Buy	16,346 +1,943	+13%	+$48.6K	﹤0.01%	273
2019 Q4	$394K	Sell	14,403 -686	-5%	-$18.1K	﹤0.01%	293
2019 Q3	$379K	Buy	15,089 +714	+5%	+$18.2K	﹤0.01%	271
2019 Q2	$377K	Buy	14,375 +1,175	+9%	+$30.4K	﹤0.01%	255
2019 Q1	$343K	Sell	13,200 -1,080	-8%	-$27.4K	﹤0.01%	258
2018 Q4	$336K	Buy	14,280 +1,335	+10%	+$32.3K	﹤0.01%	254
2018 Q3	$333K	Buy	+12,945	New	+$335K	﹤0.01%	243

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 $171B AUM 24.68% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Personal Capital Advisors's SCHE Position: Q4 2022 in Review

Personal Capital Advisors increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 23% in Q4 2022, buying an estimated $105K and bringing the position to 24,178 shares worth $572K. The position accounts for ﹤0.01% of the portfolio, ranked #284.

Personal Capital Advisors first reported a position in SCHE in Q3 2018 and has held it in 18 quarters since. The position peaked at $929K in Q1 2021. 712 funds tracked by Wall St. Rank hold SCHE as of Q4 2022.

Personal Capital Advisors held 24,178 shares of Schwab Emerging Markets Equity ETF worth $572K as of Q4 2022.
Personal Capital Advisors bought 4,500 Schwab Emerging Markets Equity ETF shares in Q4 2022, an estimated $105K.
Schwab Emerging Markets Equity ETF made up ﹤0.01% of Personal Capital Advisors's portfolio in Q4 2022, its #284 holding.
Personal Capital Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q3 2018 and has held it in 18 quarters since.
Personal Capital Advisors's Schwab Emerging Markets Equity ETF position peaked at $929K in Q1 2021.
712 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.