ClearBridge Investments’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

ClearBridge Investments’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 Q1	–	Sell	-446	Closed	-$12K	–	1092
2019 Q4	$12K	Hold	446	–	–	﹤0.01%	1000
2019 Q3	$11K	Hold	446	–	–	﹤0.01%	987
2019 Q2	$12K	Hold	446	–	–	﹤0.01%	987
2019 Q1	$12K	Hold	446	–	–	﹤0.01%	979
2018 Q4	$10K	Buy	+446	New	+$10.8K	﹤0.01%	1018

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

ClearBridge Investments's SCHE Position: Q1 2020 in Review

ClearBridge Investments sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q1 2020, closing a stake of 446 shares — an estimated $12K sold.

ClearBridge Investments first reported a position in SCHE in Q4 2018 and held it in 5 quarters. The position peaked at $12K in Q4 2019. 598 funds tracked by Wall St. Rank hold SCHE as of Q1 2020.

ClearBridge Investments reported no remaining Schwab Emerging Markets Equity ETF position as of Q1 2020 after selling out during the quarter.
ClearBridge Investments sold 446 Schwab Emerging Markets Equity ETF shares in Q1 2020, an estimated $12K.
ClearBridge Investments first reported a position in Schwab Emerging Markets Equity ETF in Q4 2018 and held it in 5 quarters.
ClearBridge Investments's Schwab Emerging Markets Equity ETF position peaked at $12K in Q4 2019.
598 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2020.

Based on ClearBridge Investments's 13F filing for Q1 2020, filed 15 May 2020.