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Aspiriant LLC’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Aspiriant LLC’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
-6,133
Closed -$201K – 242
2021
Q2 		$201K Sell
6,133
-95
-2% -$3.08K 0.01% 229
2021
Q1 		$200K Sell
6,228
-1,522
-20% -$49.6K 0.01% 199
2020
Q4 		$238K Sell
7,750
-719
-8% -$20.8K 0.02% 189
2020
Q3 		$227K Buy
+8,469
New +$226K 0.02% 203
2020
Q2 		– Sell
-24,966
Closed -$519K – 194
2020
Q1 		$519K Sell
24,966
-25,746
-51% -$644K 0.05% 124
2019
Q4 		$1.39M Sell
50,712
-3,104
-6% -$81.8K 0.13% 72
2019
Q3 		$1.36M Sell
53,816
-5,754
-10% -$146K 0.12% 88
2019
Q2 		$1.56M Sell
59,570
-6,396
-10% -$166K 0.13% 85
2019
Q1 		$1.71M Sell
65,966
-7,401
-10% -$188K 0.14% 83
2018
Q4 		$1.73M Buy
73,367
+2,797
+4% +$67.8K 0.13% 84
2018
Q3 		$1.82M Sell
70,570
-18,005
-20% -$466K 0.16% 85
2018
Q2 		$2.29M Sell
88,575
-1,280
-1% -$35.2K 0.2% 75
2018
Q1 		$2.58M Buy
89,855
+79,207
+744% +$2.32M 0.23% 65
2017
Q4 		$297K Sell
10,648
-94,058
-90% -$2.59M 0.09% 65
2017
Q3 		$2.82M Sell
104,706
-10,078
-9% -$267K 0.24% 62
2017
Q2 		$2.85M Sell
114,784
-11,129
-9% -$274K 0.25% 61
2017
Q1 		$3.02M Sell
125,913
-4,800
-4% -$112K 0.26% 65
2016
Q4 		$2.82M Sell
130,713
-3,325
-2% -$74.4K 0.26% 57
2016
Q3 		$3.09M Buy
134,038
+55,563
+71% +$1.25M 0.31% 49
2016
Q2 		$1.93M Buy
78,475
+3,915
+5% +$80.5K 0.18% 75
2016
Q1 		$1.55M Buy
+74,560
New +$1.4M 0.15% 82

Other funds holding SCHE

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $2.02B AUM

Aspiriant LLC's SCHE Position: Q3 2021 in Review

Aspiriant LLC sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q3 2021, closing a stake of 6,133 shares — an estimated $201K sold.

Aspiriant LLC first reported a position in SCHE in Q1 2016 and held it in 21 quarters. The position peaked at $3.09M in Q3 2016. 677 funds tracked by Wall St. Rank hold SCHE as of Q3 2021.

  • Aspiriant LLC reported no remaining Schwab Emerging Markets Equity ETF position as of Q3 2021 after selling out during the quarter.
  • Aspiriant LLC sold 6,133 Schwab Emerging Markets Equity ETF shares in Q3 2021, an estimated $201K.
  • Aspiriant LLC first reported a position in Schwab Emerging Markets Equity ETF in Q1 2016 and held it in 21 quarters.
  • Aspiriant LLC's Schwab Emerging Markets Equity ETF position peaked at $3.09M in Q3 2016.
  • 677 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2021.

Based on Aspiriant LLC's 13F filing for Q3 2021, filed 27 Oct 2021.