Stokes Family Office’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
-20,342
Closed -$456K 294
2022
Q3
$456K Hold
20,342
0.07% 165
2022
Q2
$516K Sell
20,342
-2,186
-10% -$57.1K 0.07% 160
2022
Q1
$626K Buy
+22,528
New +$652K 0.08% 145

Other funds holding SCHE

Stokes Family Office's SCHE Position: Q4 2022 in Review

Stokes Family Office sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q4 2022, closing a stake of 20,342 shares — an estimated $456K sold.

Stokes Family Office first reported a position in SCHE in Q1 2022 and held it in 3 quarters. The position peaked at $626K in Q1 2022. 712 funds tracked by Wall St. Rank hold SCHE as of Q4 2022.

  • Stokes Family Office reported no remaining Schwab Emerging Markets Equity ETF position as of Q4 2022 after selling out during the quarter.
  • Stokes Family Office sold 20,342 Schwab Emerging Markets Equity ETF shares in Q4 2022, an estimated $456K.
  • Stokes Family Office first reported a position in Schwab Emerging Markets Equity ETF in Q1 2022 and held it in 3 quarters.
  • Stokes Family Office's Schwab Emerging Markets Equity ETF position peaked at $626K in Q1 2022.
  • 712 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q4 2022.

Based on Stokes Family Office's 13F filing for Q4 2022, filed 14 Feb 2023.