FDx Advisors’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

FDx Advisors’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 Q1	–	Sell	-18,599	Closed	-$570K	–	797
2020 Q4	$570K	Sell	18,599 -1,092	-6%	-$31.7K	0.02%	401
2020 Q3	$527K	Sell	19,691 -2,879	-13%	-$76.9K	0.02%	364
2020 Q2	$550K	Sell	22,570 -14,385	-39%	-$327K	0.03%	320
2020 Q1	$765K	Buy	+36,955	New	+$924K	0.05%	233
2018 Q2	–	Sell	-12,137	Closed	-$348K	–	1057
2018 Q1	$348K	Buy	12,137 +2,261	+23%	+$66.3K	0.01%	911
2017 Q4	$276K	Buy	9,876 +1,230	+14%	+$33.9K	0.01%	1080
2017 Q3	$233K	Buy	+8,646	New	+$229K	0.01%	1151

Other funds holding SCHE

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

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

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

Wealth Enhancement Advisory Services

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

Hamilton Capital Columbus, Ohio $1.93B AUM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Mercer Global Advisors

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