RAFFA WEALTH MANAGEMENT, LLC’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 Q4	–	Sell	-45	Closed	-$1.02K	–	1146
2022 Q3	$1.02K	Hold	45	–	–	﹤0.01%	800
2022 Q2	$1.15K	Hold	45	–	–	﹤0.01%	765
2022 Q1	$1.26K	Hold	45	–	–	﹤0.01%	787
2021 Q4	$1.35K	Buy	45 +1	+2%	+$31	﹤0.01%	771
2021 Q3	$1.36K	Hold	44	–	–	﹤0.01%	724
2021 Q2	$1.46K	Hold	44	–	–	﹤0.01%	710
2021 Q1	$1.41K	Hold	44	–	–	﹤0.01%	732
2020 Q4	$1.36K	Hold	44	–	–	﹤0.01%	664
2020 Q3	$1.19K	Hold	44	–	–	﹤0.01%	620
2020 Q2	$1.08K	Buy	+44	New	+$1K	﹤0.01%	642

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

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

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's SCHE Position: Q4 2022 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q4 2022, closing a stake of 45 shares — an estimated $1.02K sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in SCHE in Q2 2020 and held it in 10 quarters. The position peaked at $1.46K in Q2 2021. 712 funds tracked by Wall St. Rank hold SCHE as of Q4 2022.

RAFFA WEALTH MANAGEMENT, LLC reported no remaining Schwab Emerging Markets Equity ETF position as of Q4 2022 after selling out during the quarter.
RAFFA WEALTH MANAGEMENT, LLC sold 45 Schwab Emerging Markets Equity ETF shares in Q4 2022, an estimated $1.02K.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in Schwab Emerging Markets Equity ETF in Q2 2020 and held it in 10 quarters.
RAFFA WEALTH MANAGEMENT, LLC's Schwab Emerging Markets Equity ETF position peaked at $1.46K in Q2 2021.
712 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q4 2022.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q4 2022, filed 27 Jul 2026.