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

Souders 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
2024
Q1 		– Sell
-119,259
Closed -$2.96M – 164
2023
Q4 		$2.96M Buy
119,259
+2,431
+2% +$58.5K 0.51% 59
2023
Q3 		$2.8M Buy
116,828
+7,807
+7% +$193K 0.54% 60
2023
Q2 		$2.69M Sell
109,021
-1,436
-1% -$35.1K 0.51% 60
2023
Q1 		$2.71M Buy
110,457
+19,833
+22% +$491K 0.58% 61
2022
Q4 		$2.15M Buy
90,624
+6,549
+8% +$152K 0.49% 62
2022
Q3 		$1.88M Buy
84,075
+11,756
+16% +$291K 0.51% 63
2022
Q2 		$1.83M Buy
72,319
+7,996
+12% +$209K 0.53% 57
2022
Q1 		$1.79M Buy
64,323
+3,711
+6% +$107K 0.52% 54
2021
Q4 		$1.79M Buy
60,612
+6,492
+12% +$198K 0.52% 54
2021
Q3 		$1.65M Buy
54,120
+4,315
+9% +$135K 0.53% 55
2021
Q2 		$1.64M Buy
49,805
+3,097
+7% +$100K 0.55% 54
2021
Q1 		$1.48M Buy
46,708
+2,168
+5% +$70.6K 0.58% 50
2020
Q4 		$1.36M Buy
44,540
+910
+2% +$26.4K 0.59% 49
2020
Q3 		$1.26M Sell
43,630
-1,358
-3% -$36.3K 0.6% 48
2020
Q2 		$1.09M Sell
44,988
-5,744
-11% -$131K 0.63% 48
2020
Q1 		$1.05M Buy
+50,732
New +$1.27M 0.93% 29

Other funds holding SCHE

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Creative Planning
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 $424B AUM 22.94% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Souders Financial Advisors's SCHE Position: Q1 2024 in Review

Souders Financial Advisors sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q1 2024, closing a stake of 119,259 shares — an estimated $2.96M sold.

Souders Financial Advisors first reported a position in SCHE in Q1 2020 and held it in 16 quarters. The position peaked at $2.96M in Q4 2023. 727 funds tracked by Wall St. Rank hold SCHE as of Q1 2024.

  • Souders Financial Advisors reported no remaining Schwab Emerging Markets Equity ETF position as of Q1 2024 after selling out during the quarter.
  • Souders Financial Advisors sold 119,259 Schwab Emerging Markets Equity ETF shares in Q1 2024, an estimated $2.96M.
  • Souders Financial Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q1 2020 and held it in 16 quarters.
  • Souders Financial Advisors's Schwab Emerging Markets Equity ETF position peaked at $2.96M in Q4 2023.
  • 727 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2024.

Based on Souders Financial Advisors's 13F filing for Q1 2024, filed 8 May 2024.