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

CSIA

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

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Elmwood Wealth Management's SCHE Position: Q1 2022 in Review

Elmwood Wealth Management sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q1 2022, closing a stake of 12 shares.

Elmwood Wealth Management first reported a position in SCHE in Q1 2018 and held it in 9 quarters. The position peaked at $2.87K in Q1 2020. 718 funds tracked by Wall St. Rank hold SCHE as of Q1 2022.

Elmwood Wealth Management reported no remaining Schwab Emerging Markets Equity ETF position as of Q1 2022 after selling out during the quarter.
Elmwood Wealth Management sold 12 Schwab Emerging Markets Equity ETF shares in Q1 2022.
Elmwood Wealth Management first reported a position in Schwab Emerging Markets Equity ETF in Q1 2018 and held it in 9 quarters.
Elmwood Wealth Management's Schwab Emerging Markets Equity ETF position peaked at $2.87K in Q1 2020.
718 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2022.

Based on Elmwood Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.