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

West Financial 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
-46
Closed -$1K – 188
2022
Q2 		$1K Hold
46
– – ﹤0.01% 159
2022
Q1 		$1K Hold
46
– – ﹤0.01% 181
2021
Q4 		$1K Hold
46
– – ﹤0.01% 170
2021
Q3 		$1K Hold
46
– – ﹤0.01% 149
2021
Q2 		$2K Sell
46
-61
-57% -$1.98K ﹤0.01% 139
2021
Q1 		$3K Hold
107
– – ﹤0.01% 138
2020
Q4 		$3K Buy
+107
New +$3.1K ﹤0.01% 138

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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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
HC
Hamilton Capital Columbus, Ohio $1.93B AUM

West Financial Advisors's SCHE Position: Q3 2022 in Review

West Financial Advisors sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q3 2022, closing a stake of 46 shares — an estimated $1K sold.

West Financial Advisors first reported a position in SCHE in Q4 2020 and held it in 7 quarters. The position peaked at $3K in Q1 2021. 676 funds tracked by Wall St. Rank hold SCHE as of Q3 2022.

  • West Financial Advisors reported no remaining Schwab Emerging Markets Equity ETF position as of Q3 2022 after selling out during the quarter.
  • West Financial Advisors sold 46 Schwab Emerging Markets Equity ETF shares in Q3 2022, an estimated $1K.
  • West Financial Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q4 2020 and held it in 7 quarters.
  • West Financial Advisors's Schwab Emerging Markets Equity ETF position peaked at $3K in Q1 2021.
  • 676 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2022.

Based on West Financial Advisors's 13F filing for Q3 2022, filed 11 Oct 2022.