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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

Hamilton Capital Columbus, Ohio $2.02B AUM

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

FDx Advisors's SCHE Position: Q1 2021 in Review

FDx Advisors sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q1 2021, closing a stake of 18,599 shares — an estimated $570K sold.

FDx Advisors first reported a position in SCHE in Q3 2017 and held it in 7 quarters. The position peaked at $765K in Q1 2020. 668 funds tracked by Wall St. Rank hold SCHE as of Q1 2021.

FDx Advisors reported no remaining Schwab Emerging Markets Equity ETF position as of Q1 2021 after selling out during the quarter.
FDx Advisors sold 18,599 Schwab Emerging Markets Equity ETF shares in Q1 2021, an estimated $570K.
FDx Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q3 2017 and held it in 7 quarters.
FDx Advisors's Schwab Emerging Markets Equity ETF position peaked at $765K in Q1 2020.
668 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2021.

Based on FDx Advisors's 13F filing for Q1 2021, filed 13 Apr 2021.