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DDD Partners’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

DDD Partners’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
Q3 		– Sell
-15,146
Closed -$384K – 91
2022
Q2 		$384K Buy
15,146
+604
+4% +$15.8K 0.07% 64
2022
Q1 		$404K Buy
14,542
+811
+6% +$23.5K 0.06% 63
2021
Q4 		$407K Buy
13,731
+463
+3% +$14.1K 0.06% 70
2021
Q3 		$404K Buy
13,268
+98
+0.7% +$3.06K 0.06% 58
2021
Q2 		$433K Buy
13,170
+1,319
+11% +$42.8K 0.07% 52
2021
Q1 		$377K Buy
11,851
+580
+5% +$18.9K 0.06% 54
2020
Q4 		$345K Buy
11,271
+96
+0.9% +$2.78K 0.07% 46
2020
Q3 		$299K Buy
11,175
+16
+0.1% +$427 0.08% 40
2020
Q2 		$272K Sell
11,159
-5,492
-33% -$125K 0.08% 36
2020
Q1 		$345K Buy
16,651
+1,453
+10% +$36.3K 0.12% 39
2019
Q4 		$416K Buy
15,198
+842
+6% +$22.2K 0.11% 38
2019
Q3 		$361K Buy
14,356
+327
+2% +$8.32K 0.11% 40
2019
Q2 		$368K Buy
14,029
+115
+0.8% +$2.98K 0.12% 41
2019
Q1 		$362K Buy
13,914
+304
+2% +$7.7K 0.12% 38
2018
Q4 		$320K Buy
13,610
+495
+4% +$12K 0.12% 49
2018
Q3 		$337K Buy
+13,115
New +$340K 0.12% 47

Other funds holding SCHE

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
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
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
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 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

DDD Partners's SCHE Position: Q3 2022 in Review

DDD Partners sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q3 2022, closing a stake of 15,146 shares — an estimated $384K sold.

DDD Partners first reported a position in SCHE in Q3 2018 and held it in 16 quarters. The position peaked at $433K in Q2 2021. 676 funds tracked by Wall St. Rank hold SCHE as of Q3 2022.

  • DDD Partners reported no remaining Schwab Emerging Markets Equity ETF position as of Q3 2022 after selling out during the quarter.
  • DDD Partners sold 15,146 Schwab Emerging Markets Equity ETF shares in Q3 2022, an estimated $384K.
  • DDD Partners first reported a position in Schwab Emerging Markets Equity ETF in Q3 2018 and held it in 16 quarters.
  • DDD Partners's Schwab Emerging Markets Equity ETF position peaked at $433K in Q2 2021.
  • 676 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2022.

Based on DDD Partners's 13F filing for Q3 2022, filed 9 Nov 2022.