Clear Creek Financial Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Clear Creek Financial 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	-8,749	Closed	-$259K	–	371
2021 Q4	$259K	Sell	8,749 -883	-9%	-$27K	0.04%	272
2021 Q3	$294K	Hold	9,632	–	–	0.05%	245
2021 Q2	$317K	Buy	+9,632	New	+$312K	0.05%	224
2021 Q1	–	Sell	-11,905	Closed	-$364K	–	213
2020 Q4	$364K	Buy	+11,905	New	+$345K	0.07%	215
2020 Q3	–	Sell	-9,798	Closed	-$238K	–	225
2020 Q2	$238K	Buy	+9,798	New	+$223K	0.06%	208

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

Clear Creek Financial Management's SCHE Position: Q1 2022 in Review

Clear Creek Financial Management sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q1 2022, closing a stake of 8,749 shares — an estimated $259K sold.

Clear Creek Financial Management first reported a position in SCHE in Q2 2020 and held it in 5 quarters. The position peaked at $364K in Q4 2020. 717 funds tracked by Wall St. Rank hold SCHE as of Q1 2022.

Clear Creek Financial Management reported no remaining Schwab Emerging Markets Equity ETF position as of Q1 2022 after selling out during the quarter.
Clear Creek Financial Management sold 8,749 Schwab Emerging Markets Equity ETF shares in Q1 2022, an estimated $259K.
Clear Creek Financial Management first reported a position in Schwab Emerging Markets Equity ETF in Q2 2020 and held it in 5 quarters.
Clear Creek Financial Management's Schwab Emerging Markets Equity ETF position peaked at $364K in Q4 2020.
717 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2022.

Based on Clear Creek Financial Management's 13F filing for Q1 2022, filed 2 May 2022.