Baldwin Investment Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Baldwin Investment 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
2022 Q1	–	Sell	-8,307	Closed	-$246	–	255
2021 Q4	$246	Buy	+8,307	New	+$254K	0.04%	225
2021 Q3	–	Sell	-6,100	Closed	-$201K	–	256
2021 Q2	$201K	Buy	+6,100	New	+$198K	0.03%	250
2021 Q1	–	Sell	-6,600	Closed	-$202K	–	251
2020 Q4	$202K	Buy	+6,600	New	+$191K	0.04%	234

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Baldwin Investment Management's SCHE Position: Q1 2022 in Review

Baldwin Investment Management sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q1 2022, closing a stake of 8,307 shares — an estimated $246 sold.

Baldwin Investment Management first reported a position in SCHE in Q4 2020 and held it in 3 quarters. The position peaked at $202K in Q4 2020. 717 funds tracked by Wall St. Rank hold SCHE as of Q1 2022.

Baldwin Investment Management reported no remaining Schwab Emerging Markets Equity ETF position as of Q1 2022 after selling out during the quarter.
Baldwin Investment Management sold 8,307 Schwab Emerging Markets Equity ETF shares in Q1 2022, an estimated $246.
Baldwin Investment Management first reported a position in Schwab Emerging Markets Equity ETF in Q4 2020 and held it in 3 quarters.
Baldwin Investment Management's Schwab Emerging Markets Equity ETF position peaked at $202K in Q4 2020.
717 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2022.

Based on Baldwin Investment Management's 13F filing for Q1 2022, filed 16 May 2022.