Cypress Point Wealth Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Cypress Point Wealth Management’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	-3,625	Closed	-$110K	–	129
2021 Q3	$110K	Hold	3,625	–	–	0.08%	38
2021 Q2	$119K	Hold	3,625	–	–	0.08%	39
2021 Q1	$115K	Hold	3,625	–	–	0.12%	29
2020 Q4	$111K	Buy	+3,625	New	+$105K	0.17%	94

Other funds holding SCHE

CSIA

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

Cypress Point Wealth Management's SCHE Position: Q4 2021 in Review

Cypress Point Wealth Management sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q4 2021, closing a stake of 3,625 shares — an estimated $110K sold.

Cypress Point Wealth Management first reported a position in SCHE in Q4 2020 and held it in 4 quarters. The position peaked at $119K in Q2 2021. 734 funds tracked by Wall St. Rank hold SCHE as of Q4 2021.

Cypress Point Wealth Management reported no remaining Schwab Emerging Markets Equity ETF position as of Q4 2021 after selling out during the quarter.
Cypress Point Wealth Management sold 3,625 Schwab Emerging Markets Equity ETF shares in Q4 2021, an estimated $110K.
Cypress Point Wealth Management first reported a position in Schwab Emerging Markets Equity ETF in Q4 2020 and held it in 4 quarters.
Cypress Point Wealth Management's Schwab Emerging Markets Equity ETF position peaked at $119K in Q2 2021.
734 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q4 2021.

Based on Cypress Point Wealth Management's 13F filing for Q4 2021, filed 27 Jan 2022.