Providence Wealth Advisors’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Providence Wealth 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
2021 Q3	–	Sell	-6,629	Closed	-$214K	–	99
2021 Q2	$214K	Sell	6,629 -1,100	-14%	-$35.7K	0.15%	93
2021 Q1	$246K	Sell	7,729 -1,500	-16%	-$48.9K	0.18%	89
2020 Q4	$283K	Buy	+9,229	New	+$268K	0.23%	79
2019 Q2	–	Sell	-17,503	Closed	-$460K	–	84
2019 Q1	$460K	Sell	17,503 -4,707	-21%	-$119K	0.43%	67
2018 Q4	$524K	Sell	22,210 -2,406	-10%	-$58.3K	0.58%	57
2018 Q3	$633K	Buy	24,616 +105	+0.4%	+$2.72K	0.58%	56
2018 Q2	$635K	Buy	+24,511	New	+$674K	0.62%	55

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

Mather Group Chicago, Illinois $10B AUM 15.14% 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

Providence Wealth Advisors's SCHE Position: Q3 2021 in Review

Providence Wealth Advisors sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q3 2021, closing a stake of 6,629 shares — an estimated $214K sold.

Providence Wealth Advisors first reported a position in SCHE in Q2 2018 and held it in 7 quarters. The position peaked at $635K in Q2 2018. 676 funds tracked by Wall St. Rank hold SCHE as of Q3 2021.

Providence Wealth Advisors reported no remaining Schwab Emerging Markets Equity ETF position as of Q3 2021 after selling out during the quarter.
Providence Wealth Advisors sold 6,629 Schwab Emerging Markets Equity ETF shares in Q3 2021, an estimated $214K.
Providence Wealth Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q2 2018 and held it in 7 quarters.
Providence Wealth Advisors's Schwab Emerging Markets Equity ETF position peaked at $635K in Q2 2018.
676 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2021.

Based on Providence Wealth Advisors's 13F filing for Q3 2021, filed 15 Nov 2021.