Colton Groome Financial Advisors’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Colton Groome Financial 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 Q3	–	Sell	-50,677	Closed	-$1.67M	–	104
2021 Q2	$1.67M	Sell	50,677 -2,213	-4%	-$71.8K	0.76%	30
2021 Q1	$1.68M	Sell	52,890 -80,468	-60%	-$2.62M	0.94%	25
2020 Q4	$4.09M	Sell	133,358 -2,172	-2%	-$63K	2.63%	16
2020 Q3	$3.63M	Sell	135,530 -3,920	-3%	-$105K	2.55%	14
2020 Q2	$3.4M	Buy	139,450 +4,665	+3%	+$106K	2.47%	12
2020 Q1	$2.79M	Sell	134,785 -82,221	-38%	-$2.06M	2.31%	9
2019 Q4	$5.94M	Buy	217,006 +89,732	+71%	+$2.36M	4.26%	8
2019 Q3	$3.39M	Buy	+127,274	New	+$3.24M	2.5%	14

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 $10B AUM 15.14% 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 $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

Hamilton Capital Columbus, Ohio $1.93B AUM

Colton Groome Financial Advisors's SCHE Position: Q3 2021 in Review

Colton Groome Financial Advisors sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q3 2021, closing a stake of 50,677 shares — an estimated $1.67M sold.

Colton Groome Financial Advisors first reported a position in SCHE in Q3 2019 and held it in 8 quarters. The position peaked at $5.94M in Q4 2019. 676 funds tracked by Wall St. Rank hold SCHE as of Q3 2021.

Colton Groome Financial Advisors reported no remaining Schwab Emerging Markets Equity ETF position as of Q3 2021 after selling out during the quarter.
Colton Groome Financial Advisors sold 50,677 Schwab Emerging Markets Equity ETF shares in Q3 2021, an estimated $1.67M.
Colton Groome Financial Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q3 2019 and held it in 8 quarters.
Colton Groome Financial Advisors's Schwab Emerging Markets Equity ETF position peaked at $5.94M in Q4 2019.
676 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2021.

Based on Colton Groome Financial Advisors's 13F filing for Q3 2021, filed 18 Oct 2021.