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

Arlington 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
2023 Q3	–	Sell	-12,279	Closed	-$302K	–	555
2023 Q2	$302K	Buy	12,279 +3,218	+36%	+$78.6K	0.05%	113
2023 Q1	$222K	Hold	9,061	–	–	0.03%	122
2022 Q4	$214K	Hold	9,061	–	–	0.03%	87
2022 Q3	$203K	Hold	9,061	–	–	0.08%	87
2022 Q2	$230K	Hold	9,061	–	–	0.08%	96
2022 Q1	$252K	Hold	9,061	–	–	0.07%	101
2021 Q4	$268K	Hold	9,061	–	–	0.07%	99
2021 Q3	$276K	Hold	9,061	–	–	0.08%	85
2021 Q2	$298K	Hold	9,061	–	–	0.1%	65
2021 Q1	$288K	Buy	9,061 +2,277	+34%	+$74.2K	0.11%	70
2020 Q4	$208K	Hold	6,784	–	–	0.1%	63
2020 Q3	$182K	Hold	6,784	–	–	0.1%	66
2020 Q2	$165K	Hold	6,784	–	–	0.09%	69
2020 Q1	$140K	Hold	6,784	–	–	0.07%	86
2019 Q4	$186K	Hold	6,784	–	–	0.11%	68
2019 Q3	$170K	Buy	6,784 +236	+4%	+$6K	0.11%	65
2019 Q2	$172K	Sell	6,548 -381	-5%	-$9.87K	0.08%	92
2019 Q1	$180K	Sell	6,929 -94	-1%	-$2.38K	0.13%	76
2018 Q4	$165K	Buy	7,023 +711	+11%	+$17.2K	0.11%	71
2018 Q3	$162K	Hold	6,312	–	–	0.11%	76
2018 Q2	$163K	Hold	6,312	–	–	0.15%	61
2018 Q1	$181K	Sell	6,312 -149	-2%	-$4.37K	0.17%	60
2017 Q4	$181K	Buy	+6,461	New	+$178K	0.19%	64

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

SAG

SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return

Arlington Partners's SCHE Position: Q3 2023 in Review

Arlington Partners sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q3 2023, closing a stake of 12,279 shares — an estimated $302K sold.

Arlington Partners first reported a position in SCHE in Q4 2017 and held it in 23 quarters. The position peaked at $302K in Q2 2023. 673 funds tracked by Wall St. Rank hold SCHE as of Q3 2023.

Arlington Partners reported no remaining Schwab Emerging Markets Equity ETF position as of Q3 2023 after selling out during the quarter.
Arlington Partners sold 12,279 Schwab Emerging Markets Equity ETF shares in Q3 2023, an estimated $302K.
Arlington Partners first reported a position in Schwab Emerging Markets Equity ETF in Q4 2017 and held it in 23 quarters.
Arlington Partners's Schwab Emerging Markets Equity ETF position peaked at $302K in Q2 2023.
673 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2023.

Based on Arlington Partners's 13F filing for Q3 2023, filed 24 Oct 2023.