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

Summit Financial Wealth 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	–	Sell	-346,302	Closed	-$8.63M	–	135
2022 Q2	$8.63M	Sell	346,302 -114,193	-25%	-$2.98M	2.06%	16
2022 Q1	$12.8M	Buy	460,495 +11,824	+3%	+$342K	2.58%	9
2021 Q4	$13.3M	Buy	448,671 +8,883	+2%	+$271K	2.58%	10
2021 Q3	$13.4M	Sell	439,788 -6,672	-1%	-$208K	3.04%	9
2021 Q2	$14.7M	Buy	+446,460	New	+$14.5M	3.31%	7

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 $147B AUM 18.73% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

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

Hamilton Capital Columbus, Ohio $1.93B AUM

Summit Financial Wealth Advisors's SCHE Position: Q3 2022 in Review

Summit Financial Wealth Advisors sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q3 2022, closing a stake of 346,302 shares — an estimated $8.63M sold.

Summit Financial Wealth Advisors first reported a position in SCHE in Q2 2021 and held it in 5 quarters. The position peaked at $14.7M in Q2 2021. 676 funds tracked by Wall St. Rank hold SCHE as of Q3 2022.

Summit Financial Wealth Advisors reported no remaining Schwab Emerging Markets Equity ETF position as of Q3 2022 after selling out during the quarter.
Summit Financial Wealth Advisors sold 346,302 Schwab Emerging Markets Equity ETF shares in Q3 2022, an estimated $8.63M.
Summit Financial Wealth Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q2 2021 and held it in 5 quarters.
Summit Financial Wealth Advisors's Schwab Emerging Markets Equity ETF position peaked at $14.7M in Q2 2021.
676 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2022.

Based on Summit Financial Wealth Advisors's 13F filing for Q3 2022, filed 28 Oct 2022.