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

Eudaimonia 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
2021 Q3	$246K	Sell	8,070 -7,550	-48%	-$236K	0.04%	333
2021 Q2	$514K	Sell	15,620 -4,580	-23%	-$149K	0.1%	225
2021 Q1	$642K	Sell	20,200 -41,575	-67%	-$1.35M	0.13%	170
2020 Q4	$1.89M	Sell	61,775 -60,444	-49%	-$1.75M	0.43%	57
2020 Q3	$3.27M	Buy	+122,219	New	+$3.27M	0.84%	19

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 $49.2B AUM 14.31% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

Hamilton Capital Columbus, Ohio $1.93B AUM

Eudaimonia Partners's SCHE Position: Q3 2021 in Review

Eudaimonia Partners reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 48% in Q3 2021, selling an estimated $236K and leaving 8,070 shares worth $246K. The position accounts for 0.04% of the portfolio, ranked #333.

Eudaimonia Partners first reported a position in SCHE in Q3 2020 and has held it in 5 quarters since. The position peaked at $3.27M in Q3 2020. 676 funds tracked by Wall St. Rank hold SCHE as of Q3 2021.

Eudaimonia Partners held 8,070 shares of Schwab Emerging Markets Equity ETF worth $246K as of Q3 2021.
Eudaimonia Partners sold 7,550 Schwab Emerging Markets Equity ETF shares in Q3 2021, an estimated $236K.
Schwab Emerging Markets Equity ETF made up 0.04% of Eudaimonia Partners's portfolio in Q3 2021, its #333 holding.
Eudaimonia Partners first reported a position in Schwab Emerging Markets Equity ETF in Q3 2020 and has held it in 5 quarters since.
Eudaimonia Partners's Schwab Emerging Markets Equity ETF position peaked at $3.27M in Q3 2020.
676 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2021.

Based on Eudaimonia Partners's 13F filing for Q3 2021, filed 25 Oct 2021.