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

Radnor 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	$14.8M	Buy	658,831 +7,166	+1%	+$177K	5.19%	8
2022 Q2	$16.5M	Buy	651,665 +7,124	+1%	+$186K	5.69%	8
2022 Q1	$17.9M	Buy	644,541 +21,186	+3%	+$613K	6.51%	7
2021 Q4	$18.5M	Buy	623,355 +25,885	+4%	+$791K	6.56%	8
2021 Q3	$18.2M	Buy	597,470 +36,663	+7%	+$1.15M	6.57%	7
2021 Q2	$18.4M	Buy	560,807 +16,290	+3%	+$528K	6.64%	7
2021 Q1	$17.3M	Buy	544,517 +9,921	+2%	+$323K	7.57%	6
2020 Q4	$16.4M	Buy	534,596 +29,128	+6%	+$845K	7.61%	7
2020 Q3	$13.5M	Sell	505,468 -5,232	-1%	-$140K	7.75%	7
2020 Q2	$12.4M	Buy	510,700 +19,821	+4%	+$450K	7.45%	7
2020 Q1	$10.2M	Sell	490,879 -279,241	-36%	-$6.98M	8.63%	6
2019 Q4	$21.1M	Buy	+770,120	New	+$20.3M	14.42%	2

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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

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

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

Hamilton Capital Columbus, Ohio $2.02B AUM

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

Radnor Financial Advisors increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 1.1% in Q3 2022, buying an estimated $177K and bringing the position to 658,831 shares worth $14.8M. The position accounts for 5.19% of the portfolio, ranked #8.

Radnor Financial Advisors first reported a position in SCHE in Q4 2019 and has held it in 12 quarters since. The position peaked at $21.1M in Q4 2019. 677 funds tracked by Wall St. Rank hold SCHE as of Q3 2022.

Radnor Financial Advisors held 658,831 shares of Schwab Emerging Markets Equity ETF worth $14.8M as of Q3 2022.
Radnor Financial Advisors bought 7,166 Schwab Emerging Markets Equity ETF shares in Q3 2022, an estimated $177K.
Schwab Emerging Markets Equity ETF made up 5.19% of Radnor Financial Advisors's portfolio in Q3 2022, its #8 holding.
Radnor Financial Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q4 2019 and has held it in 12 quarters since.
Radnor Financial Advisors's Schwab Emerging Markets Equity ETF position peaked at $21.1M in Q4 2019.
677 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2022.

Based on Radnor Financial Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.