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

Cardan 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 		$457K Sell
15,002
-1,070
-7% -$33.4K 0.05% 161
2021
Q2 		$528K Buy
+16,072
New +$521K 0.06% 157

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 $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Charles Schwab
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 $59.8B AUM 29.42% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM

Cardan Capital Partners's SCHE Position: Q3 2021 in Review

Cardan Capital Partners reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 6.7% in Q3 2021, selling an estimated $33.4K and leaving 15,002 shares worth $457K. The position accounts for 0.05% of the portfolio, ranked #161.

Cardan Capital Partners first reported a position in SCHE in Q2 2021 and has held it in 2 quarters since. The position peaked at $528K in Q2 2021. 676 funds tracked by Wall St. Rank hold SCHE as of Q3 2021.

  • Cardan Capital Partners held 15,002 shares of Schwab Emerging Markets Equity ETF worth $457K as of Q3 2021.
  • Cardan Capital Partners sold 1,070 Schwab Emerging Markets Equity ETF shares in Q3 2021, an estimated $33.4K.
  • Schwab Emerging Markets Equity ETF made up 0.05% of Cardan Capital Partners's portfolio in Q3 2021, its #161 holding.
  • Cardan Capital Partners first reported a position in Schwab Emerging Markets Equity ETF in Q2 2021 and has held it in 2 quarters since.
  • Cardan Capital Partners's Schwab Emerging Markets Equity ETF position peaked at $528K in Q2 2021.
  • 676 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2021.

Based on Cardan Capital Partners's 13F filing for Q3 2021, filed 25 Oct 2021.