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Prospera Financial Services’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Prospera Financial Services’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
-1,842
Closed -$47K – 1452
2022
Q2 		$47K Sell
1,842
-34
-2% -$888 ﹤0.01% 1040
2022
Q1 		$52K Buy
+1,876
New +$54.3K ﹤0.01% 1369
2020
Q4 		– Sell
-1,803
Closed -$48K – 1397
2020
Q3 		$48K Buy
+1,803
New +$48.2K 0.02% 631

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Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM

Prospera Financial Services's SCHE Position: Q3 2022 in Review

Prospera Financial Services sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q3 2022, closing a stake of 1,842 shares — an estimated $47K sold.

Prospera Financial Services first reported a position in SCHE in Q3 2020 and held it in 3 quarters. The position peaked at $52K in Q1 2022. 676 funds tracked by Wall St. Rank hold SCHE as of Q3 2022.

  • Prospera Financial Services reported no remaining Schwab Emerging Markets Equity ETF position as of Q3 2022 after selling out during the quarter.
  • Prospera Financial Services sold 1,842 Schwab Emerging Markets Equity ETF shares in Q3 2022, an estimated $47K.
  • Prospera Financial Services first reported a position in Schwab Emerging Markets Equity ETF in Q3 2020 and held it in 3 quarters.
  • Prospera Financial Services's Schwab Emerging Markets Equity ETF position peaked at $52K in Q1 2022.
  • 676 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2022.

Based on Prospera Financial Services's 13F filing for Q3 2022, filed 27 Oct 2022.