Column Capital Advisors’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Column Capital 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
2023 Q3	$146K	Hold	6,090	–	–	0.02%	170
2023 Q2	$150K	Buy	6,090 +10	+0.2%	+$244	0.02%	167
2023 Q1	$149K	Buy	6,080 +4,083	+204%	+$101K	0.02%	174
2022 Q4	$47.3K	Buy	1,997 +44	+2%	+$1.02K	0.01%	307
2022 Q3	$44K	Hold	1,953	–	–	0.01%	289
2022 Q2	$50K	Buy	1,953 +70	+4%	+$1.83K	0.01%	284
2022 Q1	$52K	Buy	1,883 +34	+2%	+$984	0.01%	283
2021 Q4	$55K	Buy	1,849 +36	+2%	+$1.1K	0.01%	286
2021 Q3	$55K	Sell	1,813 -163	-8%	-$5.09K	0.01%	262
2021 Q2	$65K	Buy	1,976 +10	+0.5%	+$324	0.01%	235
2021 Q1	$62K	Hold	1,966	–	–	0.01%	238
2020 Q4	$60K	Buy	1,966 +29	+1%	+$841	0.02%	237
2020 Q3	$52K	Hold	1,937	–	–	0.02%	238
2020 Q2	$47K	Sell	1,937 -424	-18%	-$9.63K	0.02%	256
2020 Q1	$49K	Sell	2,361 -3,634	-61%	-$90.9K	0.02%	202
2019 Q4	$164K	Buy	+5,995	New	+$158K	0.08%	107

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 $171B AUM 24.68% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

BCIM

Bishop & Co Investment Management Erie, Pennsylvania $325M AUM 17.11% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Column Capital Advisors's SCHE Position: Q3 2023 in Review

Column Capital Advisors held its Schwab Emerging Markets Equity ETF (SCHE) position steady in Q3 2023 at 6,090 shares worth $146K. The position accounts for 0.02% of the portfolio, ranked #170.

Column Capital Advisors first reported a position in SCHE in Q4 2019 and has held it in 16 quarters since. The position peaked at $164K in Q4 2019. 672 funds tracked by Wall St. Rank hold SCHE as of Q3 2023.

Column Capital Advisors held 6,090 shares of Schwab Emerging Markets Equity ETF worth $146K as of Q3 2023.
Column Capital Advisors left its Schwab Emerging Markets Equity ETF share count unchanged in Q3 2023.
Schwab Emerging Markets Equity ETF made up 0.02% of Column Capital Advisors's portfolio in Q3 2023, its #170 holding.
Column Capital Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q4 2019 and has held it in 16 quarters since.
Column Capital Advisors's Schwab Emerging Markets Equity ETF position peaked at $164K in Q4 2019.
672 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.