Chatham Capital Group’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Chatham Capital Group’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
2020 Q2	–	Sell	-18,085	Closed	-$374K	–	164
2020 Q1	$374K	Hold	18,085	–	–	0.11%	126
2019 Q4	$495K	Sell	18,085 -750	-4%	-$19.8K	0.12%	123
2019 Q3	$473K	Sell	18,835 -3,025	-14%	-$77K	0.12%	121
2019 Q2	$574K	Hold	21,860	–	–	0.14%	118
2019 Q1	$569K	Hold	21,860	–	–	0.15%	115
2018 Q4	$514K	Sell	21,860 -107,930	-83%	-$2.62M	0.14%	112
2018 Q3	$3.34M	Buy	+129,790	New	+$3.36M	0.84%	33

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

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

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

SCM

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

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

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

Chatham Capital Group's SCHE Position: Q2 2020 in Review

Chatham Capital Group sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q2 2020, closing a stake of 18,085 shares — an estimated $374K sold.

Chatham Capital Group first reported a position in SCHE in Q3 2018 and held it in 7 quarters. The position peaked at $3.34M in Q3 2018. 577 funds tracked by Wall St. Rank hold SCHE as of Q2 2020.

Chatham Capital Group reported no remaining Schwab Emerging Markets Equity ETF position as of Q2 2020 after selling out during the quarter.
Chatham Capital Group sold 18,085 Schwab Emerging Markets Equity ETF shares in Q2 2020, an estimated $374K.
Chatham Capital Group first reported a position in Schwab Emerging Markets Equity ETF in Q3 2018 and held it in 7 quarters.
Chatham Capital Group's Schwab Emerging Markets Equity ETF position peaked at $3.34M in Q3 2018.
577 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2020.

Based on Chatham Capital Group's 13F filing for Q2 2020, filed 20 Jul 2020.