3D Asset Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

3D Asset Management’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
2020 Q3	–	Sell	-9,313	Closed	-$227K	–	81
2020 Q2	$227K	Sell	9,313 -601	-6%	-$13.7K	0.06%	59
2020 Q1	$205K	Sell	9,914 -4,011	-29%	-$100K	0.06%	49
2019 Q4	$381K	Sell	13,925 -63	-0.5%	-$1.66K	0.09%	48
2019 Q3	$352K	Sell	13,988 -179	-1%	-$4.55K	0.08%	50
2019 Q2	$372K	Sell	14,167 -850	-6%	-$22K	0.09%	47
2019 Q1	$391K	Sell	15,017 -1,064	-7%	-$27K	0.09%	43
2018 Q4	$378K	Buy	16,081 +239	+2%	+$5.79K	0.1%	44
2018 Q3	$407K	Sell	15,842 -483	-3%	-$12.5K	0.09%	45
2018 Q2	$423K	Sell	16,325 -477	-3%	-$13.1K	0.1%	45
2018 Q1	$482K	Sell	16,802 -1,013	-6%	-$29.7K	0.11%	39
2017 Q4	$498K	Sell	17,815 -241	-1%	-$6.64K	0.12%	35
2017 Q3	$486K	Sell	18,056 -403	-2%	-$10.7K	0.12%	35
2017 Q2	$456K	Sell	18,459 -226	-1%	-$5.56K	0.12%	39
2017 Q1	$448K	Sell	18,685 -993	-5%	-$23.1K	0.12%	40
2016 Q4	$424K	Buy	19,678 +203	+1%	+$4.54K	0.11%	41
2016 Q3	$449K	Sell	19,475 -8,943	-31%	-$202K	0.12%	42
2016 Q2	$605K	Sell	28,418 -6,350	-18%	-$131K	0.17%	38
2016 Q1	$722K	Sell	34,768 -224	-0.6%	-$4.21K	0.21%	35
2015 Q4	$683K	Sell	34,992 -626	-2%	-$13.1K	0.2%	30
2015 Q3	$720K	Sell	35,618 -4,257	-11%	-$93.1K	0.22%	31
2015 Q2	$980K	Sell	39,875 -2,277	-5%	-$58.3K	0.29%	28
2015 Q1	$1.03M	Sell	42,152 -2,088	-5%	-$50.7K	0.31%	26
2014 Q4	$1.06M	Sell	44,240 -126,122	-74%	-$3.15M	0.32%	26
2014 Q3	$4.33M	Sell	170,362 -122,202	-42%	-$3.28M	1.32%	21
2014 Q2	$7.62M	Buy	292,564 +5,398	+2%	+$136K	2.21%	13
2014 Q1	$6.99M	Sell	287,166 -61,910	-18%	-$1.44M	2.09%	14
2013 Q4	$8.59M	Buy	349,076 +13,535	+4%	+$340K	2.61%	11
2013 Q3	$8.25M	Buy	335,541 +77,927	+30%	+$1.87M	2.68%	11
2013 Q2	$6.02M	Buy	+257,614	New	+$6.42M	2.02%	14

Other funds holding SCHE

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.27% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.78B AUM 13.06% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

SCS Capital Management Boston, Massachusetts $11.2B AUM 12.39% 1-Year Est. Return

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

3D Asset Management's SCHE Position: Q3 2020 in Review

3D Asset Management sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q3 2020, closing a stake of 9,313 shares — an estimated $227K sold.

3D Asset Management first reported a position in SCHE in Q2 2013 and held it in 29 quarters. The position peaked at $8.59M in Q4 2013. 584 funds tracked by Wall St. Rank hold SCHE as of Q3 2020.

3D Asset Management reported no remaining Schwab Emerging Markets Equity ETF position as of Q3 2020 after selling out during the quarter.
3D Asset Management sold 9,313 Schwab Emerging Markets Equity ETF shares in Q3 2020, an estimated $227K.
3D Asset Management first reported a position in Schwab Emerging Markets Equity ETF in Q2 2013 and held it in 29 quarters.
3D Asset Management's Schwab Emerging Markets Equity ETF position peaked at $8.59M in Q4 2013.
584 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2020.

Based on 3D Asset Management's 13F filing for Q3 2020, filed 9 Nov 2020.