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Fairview Capital Investment Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Fairview Capital 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
-9,483
Closed -$224K – 142
2022
Q4 		$224K Hold
9,483
– – 0.02% 130
2022
Q3 		$212K Hold
9,483
– – 0.02% 124
2022
Q2 		$240K Hold
9,483
– – 0.02% 130
2022
Q1 		$263K Sell
9,483
-318
-3% -$9.2K 0.02% 117
2021
Q4 		$290K Buy
9,801
+181
+2% +$5.53K 0.02% 116
2021
Q3 		$293K Buy
9,620
+373
+4% +$11.7K 0.02% 108
2021
Q2 		$304K Buy
9,247
+272
+3% +$8.82K 0.02% 106
2021
Q1 		$285K Sell
8,975
-125
-1% -$4.07K 0.01% 140
2020
Q4 		$278K Hold
9,100
– – 0.01% 128
2020
Q3 		$243K Hold
9,100
– – 0.01% 124
2020
Q2 		$221K Sell
9,100
-14,875
-62% -$338K 0.01% 121
2020
Q1 		$496K Sell
23,975
-7,912
-25% -$198K 0.03% 101
2019
Q4 		$872K Buy
31,887
+1,125
+4% +$29.6K 0.04% 93
2019
Q3 		$773K Sell
30,762
-1,413
-4% -$36K 0.04% 98
2019
Q2 		$844K Sell
32,175
-200
-0.6% -$5.18K 0.04% 96
2019
Q1 		$842K Buy
32,375
+1,075
+3% +$27.2K 0.05% 95
2018
Q4 		$736K Sell
31,300
-26,275
-46% -$637K 0.04% 92
2018
Q3 		$1.48M Buy
57,575
+48,425
+529% +$1.25M 0.08% 72
2018
Q2 		$237K Sell
9,150
-2,000
-18% -$55K 0.01% 127
2018
Q1 		$320K Buy
+11,150
New +$327K 0.02% 101

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

Fairview Capital Investment Management's SCHE Position: Q1 2023 in Review

Fairview Capital Investment Management sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q1 2023, closing a stake of 9,483 shares — an estimated $224K sold.

Fairview Capital Investment Management first reported a position in SCHE in Q1 2018 and held it in 20 quarters. The position peaked at $1.48M in Q3 2018. 694 funds tracked by Wall St. Rank hold SCHE as of Q1 2023.

  • Fairview Capital Investment Management reported no remaining Schwab Emerging Markets Equity ETF position as of Q1 2023 after selling out during the quarter.
  • Fairview Capital Investment Management sold 9,483 Schwab Emerging Markets Equity ETF shares in Q1 2023, an estimated $224K.
  • Fairview Capital Investment Management first reported a position in Schwab Emerging Markets Equity ETF in Q1 2018 and held it in 20 quarters.
  • Fairview Capital Investment Management's Schwab Emerging Markets Equity ETF position peaked at $1.48M in Q3 2018.
  • 694 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2023.

Based on Fairview Capital Investment Management's 13F filing for Q1 2023, filed 15 May 2023.