EHPM
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Emery Howard Portfolio Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Emery Howard Portfolio 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 		$25.1M Buy
846,767
+13,284
+2% +$406K 3.24% 9
2021
Q3 		$25.4M Sell
833,483
-7,243
-0.9% -$226K 3.72% 9
2021
Q2 		$27.6M Sell
840,726
-10,404
-1% -$337K 4.07% 7
2021
Q1 		$27M Sell
851,130
-15,244
-2% -$496K 4.37% 7
2020
Q4 		$26.6M Buy
866,374
+7,057
+0.8% +$205K 4.57% 7
2020
Q3 		$23M Sell
859,317
-25,773
-3% -$689K 4.58% 7
2020
Q2 		$21.6M Sell
885,090
-346,457
-28% -$7.87M 4.62% 8
2020
Q1 		$25.5M Buy
1,231,547
+8,020
+0.7% +$201K 6.23% 6
2019
Q4 		$33.5M Buy
1,223,527
+63,520
+5% +$1.67M 6.24% 6
2019
Q3 		$29.2M Buy
1,160,007
+19,257
+2% +$490K 5.92% 7
2019
Q2 		$29.9M Buy
1,140,750
+13,328
+1% +$345K 6.06% 6
2019
Q1 		$29.3M Buy
1,127,422
+9,711
+0.9% +$246K 6.11% 6
2018
Q4 		$26.3M Sell
1,117,711
-21,244
-2% -$515K 6.21% 6
2018
Q3 		$29.3M Buy
1,138,955
+46,292
+4% +$1.2M 6.02% 6
2018
Q2 		$28.3M Sell
1,092,663
-615
-0.1% -$16.9K 6.06% 5
2018
Q1 		$31.4M Buy
1,093,278
+4,168
+0.4% +$122K 6.76% 5
2017
Q4 		$30.4M Buy
1,089,110
+24,907
+2% +$687K 6.5% 5
2017
Q3 		$28.6M Buy
1,064,203
+319
+0% +$8.44K 6.35% 5
2017
Q2 		$26.4M Buy
1,063,884
+95,385
+10% +$2.34M 5.74% 5
2017
Q1 		$23.2M Buy
968,499
+59,280
+7% +$1.38M 5.26% 6
2016
Q4 		$19.6M Buy
909,219
+32,045
+4% +$717K 4.62% 8
2016
Q3 		$20.2M Buy
877,174
+30,177
+4% +$681K 4.83% 6
2016
Q2 		$18M Buy
846,997
+32,169
+4% +$661K 4.49% 8
2016
Q1 		$16.9M Buy
814,828
+197,386
+32% +$3.71M 4.28% 8
2015
Q4 		$12M Buy
617,442
+63,165
+11% +$1.32M 3.11% 9
2015
Q3 		$11.2M Buy
554,277
+215,735
+64% +$4.72M 3.06% 9
2015
Q2 		$8.32M Buy
338,542
+33,527
+11% +$858K 2.14% 12
2015
Q1 		$7.43M Buy
305,015
+126,844
+71% +$3.08M 1.91% 13
2014
Q4 		$4.26M Buy
178,171
+131,456
+281% +$3.29M 1.23% 14
2014
Q3 		$1.19M Buy
46,715
+8,406
+22% +$226K 0.38% 20
2014
Q2 		$997K Buy
38,309
+14,529
+61% +$367K 0.31% 21
2014
Q1 		$579K Buy
23,780
+6,476
+37% +$150K 0.19% 24
2013
Q4 		$426K Buy
17,304
+7,440
+75% +$187K 0.14% 27
2013
Q3 		$243K Buy
+9,864
New +$236K 0.09% 28

Other funds holding SCHE

CSIA
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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 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
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

Emery Howard Portfolio Management's SCHE Position: Q4 2021 in Review

Emery Howard Portfolio Management increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 1.6% in Q4 2021, buying an estimated $406K and bringing the position to 846,767 shares worth $25.1M. The position accounts for 3.24% of the portfolio, ranked #9.

Emery Howard Portfolio Management first reported a position in SCHE in Q3 2013 and has held it in 34 quarters since. The position peaked at $33.5M in Q4 2019. 734 funds tracked by Wall St. Rank hold SCHE as of Q4 2021.

  • Emery Howard Portfolio Management held 846,767 shares of Schwab Emerging Markets Equity ETF worth $25.1M as of Q4 2021.
  • Emery Howard Portfolio Management bought 13,284 Schwab Emerging Markets Equity ETF shares in Q4 2021, an estimated $406K.
  • Schwab Emerging Markets Equity ETF made up 3.24% of Emery Howard Portfolio Management's portfolio in Q4 2021, its #9 holding.
  • Emery Howard Portfolio Management first reported a position in Schwab Emerging Markets Equity ETF in Q3 2013 and has held it in 34 quarters since.
  • Emery Howard Portfolio Management's Schwab Emerging Markets Equity ETF position peaked at $33.5M in Q4 2019.
  • 734 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q4 2021.

Based on Emery Howard Portfolio Management's 13F filing for Q4 2021, filed 6 Jan 2022.