CS
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Credit Suisse’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Credit Suisse’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
Q2 		– Sell
-71,504
Closed -$1.99M – 4264
2022
Q1 		$1.99M Buy
+71,504
New +$2.07M ﹤0.01% 2085
2020
Q3 		– Sell
-31,378
Closed -$764K – 4113
2020
Q2 		$764K Buy
31,378
+15,510
+98% +$352K ﹤0.01% 3068
2020
Q1 		$328K Buy
15,868
+905
+6% +$22.6K ﹤0.01% 3372
2019
Q4 		$410K Buy
14,963
+842
+6% +$22.2K ﹤0.01% 3671
2019
Q3 		$355K Sell
14,121
-29,824
-68% -$759K ﹤0.01% 3617
2019
Q2 		$1.15M Sell
43,945
-373
-0.8% -$9.66K ﹤0.01% 2840
2019
Q1 		$1.15M Sell
44,318
-137,828
-76% -$3.49M ﹤0.01% 2780
2018
Q4 		$4.29M Sell
182,146
-24,371
-12% -$591K ﹤0.01% 1683
2018
Q3 		$5.31M Buy
206,517
+7,135
+4% +$185K ﹤0.01% 1661
2018
Q2 		$5.16M Sell
199,382
-14,472
-7% -$398K 0.01% 1714
2018
Q1 		$6.14M Buy
+213,854
New +$6.27M 0.01% 1568

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
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
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 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