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TS Financial Group (TSFG)’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

TS Financial Group (TSFG)’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
-20
Closed – – 891
2023
Q4 		$0 Sell
20
-1,062
-98% -$25.5K ﹤0.01% 1015
2023
Q3 		$26K Sell
1,082
-87
-7% -$2.15K 0.01% 381
2023
Q2 		$29K Buy
1,169
+6
+0.5% +$147 0.01% 370
2023
Q1 		$29K Buy
1,163
+87
+8% +$2.16K 0.01% 360
2022
Q4 		$25K Buy
1,076
+26
+2% +$605 0.01% 383
2022
Q3 		$24K Buy
1,050
+5
+0.5% +$124 0.01% 383
2022
Q2 		$27K Buy
1,045
+1,025
+5,125% +$26.8K 0.01% 368
2022
Q1 		$1K Hold
20
– – ﹤0.01% 883
2021
Q4 		$1K Hold
20
– – ﹤0.01% 851
2021
Q3 		$1K Hold
20
– – ﹤0.01% 830
2021
Q2 		$1K Hold
20
– – ﹤0.01% 840
2021
Q1 		$1K Hold
20
– – ﹤0.01% 731
2020
Q4 		$1K Hold
20
– – ﹤0.01% 865
2020
Q3 		$1K Hold
20
– – ﹤0.01% 780
2020
Q2 		$1K Hold
20
– – ﹤0.01% 797
2020
Q1 		$1K Hold
20
– – ﹤0.01% 767
2019
Q4 		$1K Hold
20
– – ﹤0.01% 764
2019
Q3 		$1K Hold
20
– – ﹤0.01% 750
2019
Q2 		$1K Hold
20
– – ﹤0.01% 723
2019
Q1 		$1K Buy
+20
New +$507 ﹤0.01% 726

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 $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 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

TS Financial Group (TSFG)'s SCHE Position: Q1 2024 in Review

TS Financial Group (TSFG) sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q1 2024, closing a stake of 20 shares.

TS Financial Group (TSFG) first reported a position in SCHE in Q1 2019 and held it in 20 quarters. The position peaked at $29K in Q2 2023. 727 funds tracked by Wall St. Rank hold SCHE as of Q1 2024.

  • TS Financial Group (TSFG) reported no remaining Schwab Emerging Markets Equity ETF position as of Q1 2024 after selling out during the quarter.
  • TS Financial Group (TSFG) sold 20 Schwab Emerging Markets Equity ETF shares in Q1 2024.
  • TS Financial Group (TSFG) first reported a position in Schwab Emerging Markets Equity ETF in Q1 2019 and held it in 20 quarters.
  • TS Financial Group (TSFG)'s Schwab Emerging Markets Equity ETF position peaked at $29K in Q2 2023.
  • 727 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2024.

Based on TS Financial Group (TSFG)'s 13F filing for Q1 2024, filed 16 Apr 2024.