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F.L. Putnam Investment Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

F.L. Putnam Investment 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
2023
Q1 		– Sell
-9,084
Closed -$215K – 434
2022
Q4 		$215K Sell
9,084
-578
-6% -$13.5K 0.01% 384
2022
Q3 		$216K Buy
+9,662
New +$239K 0.01% 376
2022
Q2 		– Sell
-8,443
Closed -$234K – 428
2022
Q1 		$234K Buy
8,443
+1,244
+17% +$36K 0.01% 378
2021
Q4 		$213K Sell
7,199
-161
-2% -$4.92K 0.01% 390
2021
Q3 		$224K Sell
7,360
-2,203
-23% -$68.8K 0.01% 383
2021
Q2 		$314K Buy
9,563
+185
+2% +$6K 0.01% 338
2021
Q1 		$298K Buy
9,378
+2,179
+30% +$71K 0.01% 301
2020
Q4 		$221K Buy
+7,199
New +$209K 0.01% 312
2020
Q1 		– Sell
-7,655
Closed -$210K – 323
2019
Q4 		$210K Sell
7,655
-630
-8% -$16.6K 0.01% 303
2019
Q3 		$208K Sell
8,285
-539
-6% -$13.7K 0.01% 283
2019
Q2 		$232K Sell
8,824
-381
-4% -$9.87K 0.02% 211
2019
Q1 		$239K Sell
9,205
-429
-4% -$10.9K 0.02% 209
2018
Q4 		$227K Sell
9,634
-844
-8% -$20.5K 0.02% 204
2018
Q3 		$269K Sell
10,478
-81,662
-89% -$2.12M 0.02% 194
2018
Q2 		$2.39M Buy
92,140
+4,797
+5% +$132K 0.23% 102
2018
Q1 		$2.51M Buy
87,343
+26,335
+43% +$772K 0.23% 108
2017
Q4 		$1.71M Buy
61,008
+8,587
+16% +$237K 0.16% 121
2017
Q3 		$1.41M Buy
+52,421
New +$1.39M 0.13% 130
2017
Q1 		$757K Buy
31,571
+14,202
+82% +$331K 0.08% 147
2016
Q4 		$374K Buy
+17,369
New +$389K 0.04% 163

Other funds holding SCHE

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM

F.L. Putnam Investment Management's SCHE Position: Q1 2023 in Review

F.L. Putnam Investment Management sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q1 2023, closing a stake of 9,084 shares — an estimated $215K sold.

F.L. Putnam Investment Management first reported a position in SCHE in Q4 2016 and held it in 20 quarters. The position peaked at $2.51M in Q1 2018. 694 funds tracked by Wall St. Rank hold SCHE as of Q1 2023.

  • F.L. Putnam Investment Management reported no remaining Schwab Emerging Markets Equity ETF position as of Q1 2023 after selling out during the quarter.
  • F.L. Putnam Investment Management sold 9,084 Schwab Emerging Markets Equity ETF shares in Q1 2023, an estimated $215K.
  • F.L. Putnam Investment Management first reported a position in Schwab Emerging Markets Equity ETF in Q4 2016 and held it in 20 quarters.
  • F.L. Putnam Investment Management's Schwab Emerging Markets Equity ETF position peaked at $2.51M in Q1 2018.
  • 694 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2023.

Based on F.L. Putnam Investment Management's 13F filing for Q1 2023, filed 27 Apr 2023.