Columbus Macro’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Columbus Macro’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 Q3	–	Sell	-9,519	Closed	-$242K	–	188
2022 Q2	$242K	Buy	9,519 +300	+3%	+$7.84K	0.09%	166
2022 Q1	$256K	Buy	+9,219	New	+$267K	0.09%	153
2021 Q1	–	Sell	-54,250	Closed	-$1.66M	–	175
2020 Q4	$1.66M	Sell	54,250 -1,589	-3%	-$46.1K	0.51%	56
2020 Q3	$1.49M	Sell	55,839 -5,092	-8%	-$136K	0.46%	67
2020 Q2	$1.48M	Sell	60,931 -1,970	-3%	-$44.8K	0.4%	66
2020 Q1	$1.3M	Buy	+62,901	New	+$1.57M	0.38%	65
2019 Q3	–	Sell	-48,396	Closed	-$1.27M	–	141
2019 Q2	$1.27M	Buy	48,396 +606	+1%	+$15.7K	0.27%	62
2019 Q1	$1.24M	Buy	47,790 +3,146	+7%	+$79.7K	0.27%	59
2018 Q4	$1.05M	Buy	+44,644	New	+$1.08M	0.24%	64

Other funds holding SCHE

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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

Mather Group Chicago, Illinois $10B AUM 15.14% 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

Columbus Macro's SCHE Position: Q3 2022 in Review

Columbus Macro sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q3 2022, closing a stake of 9,519 shares — an estimated $242K sold.

Columbus Macro first reported a position in SCHE in Q4 2018 and held it in 9 quarters. The position peaked at $1.66M in Q4 2020. 676 funds tracked by Wall St. Rank hold SCHE as of Q3 2022.

Columbus Macro reported no remaining Schwab Emerging Markets Equity ETF position as of Q3 2022 after selling out during the quarter.
Columbus Macro sold 9,519 Schwab Emerging Markets Equity ETF shares in Q3 2022, an estimated $242K.
Columbus Macro first reported a position in Schwab Emerging Markets Equity ETF in Q4 2018 and held it in 9 quarters.
Columbus Macro's Schwab Emerging Markets Equity ETF position peaked at $1.66M in Q4 2020.
676 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2022.

Based on Columbus Macro's 13F filing for Q3 2022, filed 21 Oct 2022.