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

WestHill 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	-602	Closed	-$15K	–	115
2022 Q2	$15K	Hold	602	–	–	0.01%	97
2022 Q1	$17K	Sell	602 -91	-13%	-$2.63K	﹤0.01%	103
2021 Q4	$21K	Hold	693	–	–	0.01%	102
2021 Q3	$21K	Buy	+693	New	+$21.7K	0.01%	87

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

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

WestHill Financial Advisors sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q3 2022, closing a stake of 602 shares — an estimated $15K sold.

WestHill Financial Advisors first reported a position in SCHE in Q3 2021 and held it in 4 quarters. The position peaked at $21K in Q4 2021. 676 funds tracked by Wall St. Rank hold SCHE as of Q3 2022.

WestHill Financial Advisors reported no remaining Schwab Emerging Markets Equity ETF position as of Q3 2022 after selling out during the quarter.
WestHill Financial Advisors sold 602 Schwab Emerging Markets Equity ETF shares in Q3 2022, an estimated $15K.
WestHill Financial Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q3 2021 and held it in 4 quarters.
WestHill Financial Advisors's Schwab Emerging Markets Equity ETF position peaked at $21K in Q4 2021.
676 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2022.

Based on WestHill Financial Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.