Arcus Capital Partners’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Arcus Capital Partners’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 Q3	–	Sell	-40,143	Closed	-$1.32M	–	105
2021 Q2	$1.32M	Sell	40,143 -141	-0.4%	-$4.57K	0.62%	34
2021 Q1	$1.28M	Sell	40,284 -357	-0.9%	-$11.6K	0.1%	33
2020 Q4	$1.25M	Sell	40,641 -628	-2%	-$18.2K	0.18%	34
2020 Q3	$1.1M	Sell	41,269 -535	-1%	-$14.3K	0.17%	29
2020 Q2	$1.02M	Sell	41,804 -3,490	-8%	-$79.3K	0.28%	29
2020 Q1	$937K	Sell	45,294 -3,146	-6%	-$78.7K	0.4%	27
2019 Q4	$1.33M	Sell	48,440 -1,383	-3%	-$36.5K	0.45%	26
2019 Q3	$1.25M	Sell	49,823 -2,228	-4%	-$56.7K	0.49%	27
2019 Q2	$1.37M	Buy	+52,051	New	+$1.35M	0.5%	25

Other funds holding SCHE

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Financial Engines Advisors

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

Creative Planning

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

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

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

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM