Professional Financial Advisors’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Professional Financial 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 Q3	–	Sell	-295	Closed	-$7K	–	507
2022 Q2	$7K	Buy	295 +1	+0.3%	+$26	﹤0.01%	336
2022 Q1	$8K	Hold	294	–	–	﹤0.01%	337
2021 Q4	$9K	Buy	294 +6	+2%	+$183	﹤0.01%	331
2021 Q3	$9K	Hold	288	–	–	0.01%	276
2021 Q2	$10K	Buy	288 +2	+0.7%	+$65	0.01%	273
2021 Q1	$9K	Hold	286	–	–	0.01%	250
2020 Q4	$9K	Buy	+286	New	+$8.29K	0.01%	251

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

Hamilton Capital Columbus, Ohio $1.93B AUM

Professional Financial Advisors's SCHE Position: Q3 2022 in Review

Professional Financial Advisors sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q3 2022, closing a stake of 295 shares — an estimated $7K sold.

Professional Financial Advisors first reported a position in SCHE in Q4 2020 and held it in 7 quarters. The position peaked at $10K in Q2 2021. 676 funds tracked by Wall St. Rank hold SCHE as of Q3 2022.

Professional Financial Advisors reported no remaining Schwab Emerging Markets Equity ETF position as of Q3 2022 after selling out during the quarter.
Professional Financial Advisors sold 295 Schwab Emerging Markets Equity ETF shares in Q3 2022, an estimated $7K.
Professional Financial Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q4 2020 and held it in 7 quarters.
Professional Financial Advisors's Schwab Emerging Markets Equity ETF position peaked at $10K in Q2 2021.
676 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2022.

Based on Professional Financial Advisors's 13F filing for Q3 2022, filed 9 Nov 2022.