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

Plan Group Financial’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 Q2	$1.9M	Buy	+74,915	New	+$1.96M	3.27%	9

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

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

Mather Group Chicago, Illinois $10B AUM 15.14% 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

Plan Group Financial's SCHE Position: Q2 2022 in Review

Plan Group Financial opened a new position in Schwab Emerging Markets Equity ETF (SCHE) in Q2 2022: 74,915 shares worth $1.9M. The stake represents 3.27% of the portfolio and ranks #9 among its holdings.

718 funds tracked by Wall St. Rank hold SCHE as of Q2 2022.

Plan Group Financial held 74,915 shares of Schwab Emerging Markets Equity ETF worth $1.9M as of Q2 2022.
Schwab Emerging Markets Equity ETF was a new Plan Group Financial position in Q2 2022.
Schwab Emerging Markets Equity ETF made up 3.27% of Plan Group Financial's portfolio in Q2 2022, its #9 holding.
718 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2022.

Based on Plan Group Financial's 13F filing for Q2 2022, filed 12 Aug 2022.