Berman Capital Advisors’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Berman Capital Advisors’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 Q2	–	Sell	-51	Closed	-$1K	–	2022
2021 Q1	$1K	Buy	+51	New	+$1.66K	﹤0.01%	1690
2020 Q2	–	Sell	-35,258	Closed	-$729K	–	1791
2020 Q1	$729K	Hold	35,258	–	–	0.24%	52
2019 Q4	$965K	Hold	35,258	–	–	0.28%	38
2019 Q3	$886K	Sell	35,258 -1,350	-4%	-$34.4K	0.28%	39
2019 Q2	$960K	Hold	36,608	–	–	0.31%	36
2019 Q1	$952K	Buy	36,608 +35,259	+2,614%	+$893K	0.32%	37
2018 Q4	$31K	Buy	+1,349	New	+$32.7K	0.01%	312

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 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 $424B AUM 22.94% 1-Year Est. Return

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

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

Berman Capital Advisors's SCHE Position: Q2 2021 in Review

Berman Capital Advisors sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q2 2021, closing a stake of 51 shares — an estimated $1K sold.

Berman Capital Advisors first reported a position in SCHE in Q4 2018 and held it in 7 quarters. The position peaked at $965K in Q4 2019. 695 funds tracked by Wall St. Rank hold SCHE as of Q2 2021.

Berman Capital Advisors reported no remaining Schwab Emerging Markets Equity ETF position as of Q2 2021 after selling out during the quarter.
Berman Capital Advisors sold 51 Schwab Emerging Markets Equity ETF shares in Q2 2021, an estimated $1K.
Berman Capital Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q4 2018 and held it in 7 quarters.
Berman Capital Advisors's Schwab Emerging Markets Equity ETF position peaked at $965K in Q4 2019.
695 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2021.

Based on Berman Capital Advisors's 13F filing for Q2 2021, filed 11 Aug 2021.