Eaton Vance Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Eaton Vance 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
2022 Q3	$213K	Sell	9,507 -843	-8%	-$20.8K	﹤0.01%	1486
2022 Q2	$263K	Sell	10,350 -534	-5%	-$14K	﹤0.01%	1488
2022 Q1	$302K	Sell	10,884 -82	-0.7%	-$2.37K	﹤0.01%	1630
2021 Q4	$325K	Buy	10,966 +73	+0.7%	+$2.23K	﹤0.01%	1426
2021 Q3	$316K	Sell	10,893 -336	-3%	-$10.5K	﹤0.01%	1278
2021 Q2	$369K	Buy	11,229 +534	+5%	+$17.3K	﹤0.01%	1415
2021 Q1	$340K	Buy	10,695 +24	+0.2%	+$782	﹤0.01%	1365
2020 Q4	$327K	Sell	10,671 -748	-7%	-$21.7K	﹤0.01%	1312
2020 Q3	$306K	Hold	11,419	–	–	﹤0.01%	1215
2020 Q2	$278K	Buy	+11,419	New	+$259K	﹤0.01%	1204
2020 Q1	–	Sell	-7,519	Closed	-$206K	–	1341
2019 Q4	$206K	Buy	+7,519	New	+$198K	﹤0.01%	1280
2018 Q4	–	Sell	-8,061	Closed	-$207K	–	1203
2018 Q3	$207K	Buy	+8,061	New	+$209K	﹤0.01%	1172
2018 Q2	–	Sell	-7,169	Closed	-$206K	–	1185
2018 Q1	$206K	Hold	7,169	–	–	﹤0.01%	1089
2017 Q4	$200K	Sell	7,169 -1,497	-17%	-$41.3K	﹤0.01%	1106
2017 Q3	$233K	Buy	+8,666	New	+$229K	﹤0.01%	1064
2016 Q1	–	Sell	-32,700	Closed	-$638K	–	951
2015 Q4	$638K	Sell	32,700 -17,250	-35%	-$361K	﹤0.01%	766
2015 Q3	$1.01M	Buy	49,950 +2,100	+4%	+$45.9K	﹤0.01%	668
2015 Q2	$1.18M	Sell	47,850 -900	-2%	-$23K	﹤0.01%	606
2015 Q1	$1.19M	Buy	48,750 +150	+0.3%	+$3.64K	﹤0.01%	650
2014 Q4	$1.16M	Sell	48,600 -575	-1%	-$14.4K	﹤0.01%	635
2014 Q3	$1.25M	Buy	49,175 +3,800	+8%	+$102K	﹤0.01%	602
2014 Q2	$1.18M	Buy	45,375 +22,150	+95%	+$559K	﹤0.01%	622
2014 Q1	$565K	Buy	23,225 +13,125	+130%	+$304K	﹤0.01%	724
2013 Q4	$248K	Buy	10,100 +400	+4%	+$10.1K	﹤0.01%	823
2013 Q3	$239K	Buy	+9,700	New	+$232K	﹤0.01%	784

Other funds holding SCHE

CSIA

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

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

Hamilton Capital Columbus, Ohio $2.02B AUM

Eaton Vance Management's SCHE Position: Q3 2022 in Review

Eaton Vance Management reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 8.1% in Q3 2022, selling an estimated $20.8K and leaving 9,507 shares worth $213K. The position accounts for ﹤0.01% of the portfolio, ranked #1486.

Eaton Vance Management first reported a position in SCHE in Q3 2013 and has held it in 25 quarters since. The position peaked at $1.25M in Q3 2014. 677 funds tracked by Wall St. Rank hold SCHE as of Q3 2022.

Eaton Vance Management held 9,507 shares of Schwab Emerging Markets Equity ETF worth $213K as of Q3 2022.
Eaton Vance Management sold 843 Schwab Emerging Markets Equity ETF shares in Q3 2022, an estimated $20.8K.
Schwab Emerging Markets Equity ETF made up ﹤0.01% of Eaton Vance Management's portfolio in Q3 2022, its #1486 holding.
Eaton Vance Management first reported a position in Schwab Emerging Markets Equity ETF in Q3 2013 and has held it in 25 quarters since.
Eaton Vance Management's Schwab Emerging Markets Equity ETF position peaked at $1.25M in Q3 2014.
677 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2022.

Based on Eaton Vance Management's 13F filing for Q3 2022, filed 14 Nov 2022.