Sunflower Bank’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Sunflower Bank’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
2023 Q4	–	Sell	-10,472	Closed	-$251K	–	118
2023 Q3	$251K	Hold	10,472	–	–	0.06%	100
2023 Q2	$258K	Hold	10,472	–	–	0.06%	98
2023 Q1	$257K	Sell	10,472 -1,342	-11%	-$33.3K	0.06%	94
2022 Q4	$280K	Sell	11,814 -2	-0%	-$47	0.06%	94
2022 Q3	$265K	Buy	11,816 +2	+0%	+$49	0.06%	102
2022 Q2	$300K	Hold	11,814	–	–	0.06%	116
2022 Q1	$328K	Hold	11,814	–	–	0.04%	147
2021 Q4	$350K	Hold	11,814	–	–	0.05%	151
2021 Q3	$360K	Hold	11,814	–	–	0.05%	146
2021 Q2	$388K	Hold	11,814	–	–	0.06%	146
2021 Q1	$375K	Hold	11,814	–	–	0.06%	144
2020 Q4	$362K	Sell	11,814 -65	-0.5%	-$1.89K	0.06%	138
2020 Q3	$317K	Hold	11,879	–	–	0.13%	65
2020 Q2	$289K	Buy	+11,879	New	+$270K	0.11%	80

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SAG

SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return

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

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

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

Sunflower Bank's SCHE Position: Q4 2023 in Review

Sunflower Bank sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q4 2023, closing a stake of 10,472 shares — an estimated $251K sold.

Sunflower Bank first reported a position in SCHE in Q2 2020 and held it in 14 quarters. The position peaked at $388K in Q2 2021. 736 funds tracked by Wall St. Rank hold SCHE as of Q4 2023.

Sunflower Bank reported no remaining Schwab Emerging Markets Equity ETF position as of Q4 2023 after selling out during the quarter.
Sunflower Bank sold 10,472 Schwab Emerging Markets Equity ETF shares in Q4 2023, an estimated $251K.
Sunflower Bank first reported a position in Schwab Emerging Markets Equity ETF in Q2 2020 and held it in 14 quarters.
Sunflower Bank's Schwab Emerging Markets Equity ETF position peaked at $388K in Q2 2021.
736 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q4 2023.

Based on Sunflower Bank's 13F filing for Q4 2023, filed 12 Jan 2024.