Sonora Investment Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Sonora Investment Management’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	$85K	Buy	2,775 +1,000	+56%	+$31.2K	0.01%	326
2021 Q2	$58K	Hold	1,775	–	–	0.01%	365
2021 Q1	$56K	Sell	1,775 -367	-17%	-$12K	﹤0.01%	563
2020 Q4	$66K	Buy	2,142 +365	+21%	+$10.6K	0.01%	523
2020 Q3	$48K	Sell	1,777 -2	-0.1%	-$53	﹤0.01%	607
2020 Q2	$43K	Sell	1,779 -128	-7%	-$2.91K	﹤0.01%	560
2020 Q1	$39K	Buy	1,907 +1,699	+817%	+$42.5K	﹤0.01%	560
2019 Q4	$6K	Sell	208 -92	-31%	-$2.42K	﹤0.01%	1357
2019 Q3	$8K	Buy	300 +283	+1,665%	+$7.2K	﹤0.01%	1288
2019 Q2	$0	Sell	17 -195	-92%	-$5.05K	﹤0.01%	1729
2019 Q1	$6K	Sell	212 -38	-15%	-$963	﹤0.01%	1204
2018 Q4	$6K	Buy	+250	New	+$6.06K	﹤0.01%	991
2016 Q3	–	Sell	-260	Closed	-$5.54K	–	874
2016 Q2	$5.54K	Buy	+260	New	+$5.34K	﹤0.01%	676

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 $56.3B AUM 17.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

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

Hamilton Capital Columbus, Ohio $2.02B AUM

Sonora Investment Management's SCHE Position: Q3 2021 in Review

Sonora Investment Management increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 56% in Q3 2021, buying an estimated $31.2K and bringing the position to 2,775 shares worth $85K. The position accounts for 0.01% of the portfolio, ranked #326.

Sonora Investment Management first reported a position in SCHE in Q2 2016 and has held it in 13 quarters since. 677 funds tracked by Wall St. Rank hold SCHE as of Q3 2021.

Sonora Investment Management held 2,775 shares of Schwab Emerging Markets Equity ETF worth $85K as of Q3 2021.
Sonora Investment Management bought 1,000 Schwab Emerging Markets Equity ETF shares in Q3 2021, an estimated $31.2K.
Schwab Emerging Markets Equity ETF made up 0.01% of Sonora Investment Management's portfolio in Q3 2021, its #326 holding.
Sonora Investment Management first reported a position in Schwab Emerging Markets Equity ETF in Q2 2016 and has held it in 13 quarters since.
677 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.