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

Sowell 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
2021 Q2	–	Sell	-17,256	Closed	-$557K	–	2308
2021 Q1	$557K	Sell	17,256 -18,178	-51%	-$592K	0.02%	607
2020 Q4	$1.09M	Buy	35,434 +21,273	+150%	+$617K	0.05%	313
2020 Q3	$379K	Buy	14,161 +2,483	+21%	+$66.3K	0.02%	537
2020 Q2	$284K	Buy	11,678 +2,035	+21%	+$46.2K	0.02%	616
2020 Q1	$200K	Buy	9,643 +3,304	+52%	+$82.6K	0.01%	647
2019 Q4	$174K	Sell	6,339 -4,692	-43%	-$124K	0.01%	758
2019 Q3	$277K	Buy	+11,031	New	+$281K	0.02%	556

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 $104B AUM 28.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $2.02B AUM

Sowell Financial Services's SCHE Position: Q2 2021 in Review

Sowell Financial Services sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q2 2021, closing a stake of 17,256 shares — an estimated $557K sold.

Sowell Financial Services first reported a position in SCHE in Q3 2019 and held it in 7 quarters. The position peaked at $1.09M in Q4 2020. 695 funds tracked by Wall St. Rank hold SCHE as of Q2 2021.

Sowell Financial Services reported no remaining Schwab Emerging Markets Equity ETF position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 17,256 Schwab Emerging Markets Equity ETF shares in Q2 2021, an estimated $557K.
Sowell Financial Services first reported a position in Schwab Emerging Markets Equity ETF in Q3 2019 and held it in 7 quarters.
Sowell Financial Services's Schwab Emerging Markets Equity ETF position peaked at $1.09M in Q4 2020.
695 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.