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Country Club Bank’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Country Club Bank’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
Q1 		– Sell
-15,496
Closed -$367K – 294
2022
Q4 		$367K Hold
15,496
– – 0.03% 246
2022
Q3 		$348K Buy
+15,496
New +$383K 0.03% 227

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Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM

Country Club Bank's SCHE Position: Q1 2023 in Review

Country Club Bank sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q1 2023, closing a stake of 15,496 shares — an estimated $367K sold.

Country Club Bank first reported a position in SCHE in Q3 2022 and held it in 2 quarters. The position peaked at $367K in Q4 2022. 694 funds tracked by Wall St. Rank hold SCHE as of Q1 2023.

  • Country Club Bank reported no remaining Schwab Emerging Markets Equity ETF position as of Q1 2023 after selling out during the quarter.
  • Country Club Bank sold 15,496 Schwab Emerging Markets Equity ETF shares in Q1 2023, an estimated $367K.
  • Country Club Bank first reported a position in Schwab Emerging Markets Equity ETF in Q3 2022 and held it in 2 quarters.
  • Country Club Bank's Schwab Emerging Markets Equity ETF position peaked at $367K in Q4 2022.
  • 694 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2023.

Based on Country Club Bank's 13F filing for Q1 2023, filed 12 Apr 2023.