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

Elmwood 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
2022 Q1	–	Sell	-12	Closed	–	–	282
2021 Q4	$0	Buy	+12	New	+$367	﹤0.01%	371
2021 Q2	$0	Hold	12	–	–	﹤0.01%	329
2021 Q1	$0	Buy	+12	New	+$391	﹤0.01%	317
2020 Q3	$0	Hold	11	–	–	﹤0.01%	272
2020 Q2	$0	Sell	11 -89	-89%	-$2.02K	﹤0.01%	325
2020 Q1	$2.87K	Buy	+100	New	+$2.5K	﹤0.01%	244
2018 Q4	–	Sell	-100	Closed	-$2.57K	–	306
2018 Q3	$2.57K	Hold	100	–	–	﹤0.01%	256
2018 Q2	$2.59K	Hold	100	–	–	﹤0.01%	246
2018 Q1	$2.87K	Buy	+100	New	+$2.93K	﹤0.01%	244

Other funds holding SCHE

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 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

Mather Group Chicago, Illinois $10B AUM 15.14% 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

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wealth Enhancement Advisory Services

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