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

Country Club Trust’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
Q4 		– Sell
-11,338
Closed -$343K – 293
2021
Q3 		$343K Hold
11,338
– – 0.03% 222
2021
Q2 		$376K Hold
11,338
– – 0.03% 210
2021
Q1 		$359K Hold
11,338
– – 0.03% 207
2020
Q4 		$348K Hold
11,338
– – 0.04% 198
2020
Q3 		$303K Hold
11,338
– – 0.03% 197
2020
Q2 		$278K Buy
+11,338
New +$258K 0.04% 169

Other funds holding SCHE

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM

Country Club Trust's SCHE Position: Q4 2021 in Review

Country Club Trust sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q4 2021, closing a stake of 11,338 shares — an estimated $343K sold.

Country Club Trust first reported a position in SCHE in Q2 2020 and held it in 6 quarters. The position peaked at $376K in Q2 2021. 734 funds tracked by Wall St. Rank hold SCHE as of Q4 2021.

  • Country Club Trust reported no remaining Schwab Emerging Markets Equity ETF position as of Q4 2021 after selling out during the quarter.
  • Country Club Trust sold 11,338 Schwab Emerging Markets Equity ETF shares in Q4 2021, an estimated $343K.
  • Country Club Trust first reported a position in Schwab Emerging Markets Equity ETF in Q2 2020 and held it in 6 quarters.
  • Country Club Trust's Schwab Emerging Markets Equity ETF position peaked at $376K in Q2 2021.
  • 734 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q4 2021.

Based on Country Club Trust's 13F filing for Q4 2021, filed 21 Jan 2022.