Appleton Group’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Appleton Group’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
2021 Q4	–	Sell	-179,075	Closed	-$5.46M	–	57
2021 Q3	$5.46M	Sell	179,075 -134,076	-43%	-$4.19M	4.7%	6
2021 Q2	$10.3M	Buy	313,151 +295,256	+1,650%	+$9.58M	7.9%	5
2021 Q1	$569K	Sell	17,895 -238,515	-93%	-$7.77M	0.74%	13
2020 Q4	$7.86M	Buy	+256,410	New	+$7.43M	7.67%	6
2020 Q3	–	Sell	-265,957	Closed	-$6.48M	–	32
2020 Q2	$6.48M	Buy	+265,957	New	+$6.04M	7.8%	6
2020 Q1	–	Sell	-215,592	Closed	-$5.9M	–	24
2019 Q4	$5.9M	Buy	+215,592	New	+$5.68M	7.49%	6
2019 Q2	–	Sell	-311,295	Closed	-$8.1M	–	30
2019 Q1	$8.1M	Buy	+311,295	New	+$7.89M	7.8%	6
2018 Q2	–	Sell	-240,180	Closed	-$6.89M	–	31
2018 Q1	$6.89M	Buy	240,180 +40,100	+20%	+$1.17M	7.92%	6
2017 Q4	$5.59M	Buy	200,080 +3,150	+2%	+$86.9K	5.54%	8
2017 Q3	$5.3M	Buy	196,930 +830	+0.4%	+$22K	5.69%	8
2017 Q2	$4.87M	Buy	196,100 +268	+0.1%	+$6.59K	5.51%	8
2017 Q1	$4.69M	Buy	+195,832	New	+$4.56M	5.42%	8
2016 Q4	–	Sell	-290,309	Closed	-$6.7M	–	33
2016 Q3	$6.7M	Buy	+290,309	New	+$6.56M	8.08%	5

Other funds holding SCHE

CSIA

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

Appleton Group's SCHE Position: Q4 2021 in Review

Appleton Group sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q4 2021, closing a stake of 179,075 shares — an estimated $5.46M sold.

Appleton Group first reported a position in SCHE in Q3 2016 and held it in 13 quarters. The position peaked at $10.3M in Q2 2021. 734 funds tracked by Wall St. Rank hold SCHE as of Q4 2021.

Appleton Group reported no remaining Schwab Emerging Markets Equity ETF position as of Q4 2021 after selling out during the quarter.
Appleton Group sold 179,075 Schwab Emerging Markets Equity ETF shares in Q4 2021, an estimated $5.46M.
Appleton Group first reported a position in Schwab Emerging Markets Equity ETF in Q3 2016 and held it in 13 quarters.
Appleton Group's Schwab Emerging Markets Equity ETF position peaked at $10.3M in Q2 2021.
734 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q4 2021.

Based on Appleton Group's 13F filing for Q4 2021, filed 9 Feb 2022.