Ferguson Wellman Capital Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Ferguson Wellman Capital 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
2021 Q1	–	Sell	-6,657	Closed	-$204K	–	384
2020 Q4	$204K	Sell	6,657 -1,614	-20%	-$46.8K	0.01%	354
2020 Q3	$221K	Buy	+8,271	New	+$221K	0.01%	325
2020 Q1	–	Sell	-8,152	Closed	-$223K	–	352
2019 Q4	$223K	Hold	8,152	–	–	0.01%	338
2019 Q3	$205K	Sell	8,152 -70	-0.9%	-$1.78K	0.01%	334
2019 Q2	$216K	Buy	+8,222	New	+$213K	0.01%	317

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

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

Hamilton Capital Columbus, Ohio $1.93B AUM

SCM

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

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

Ferguson Wellman Capital Management's SCHE Position: Q1 2021 in Review

Ferguson Wellman Capital Management sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q1 2021, closing a stake of 6,657 shares — an estimated $204K sold.

Ferguson Wellman Capital Management first reported a position in SCHE in Q2 2019 and held it in 5 quarters. The position peaked at $223K in Q4 2019. 667 funds tracked by Wall St. Rank hold SCHE as of Q1 2021.

Ferguson Wellman Capital Management reported no remaining Schwab Emerging Markets Equity ETF position as of Q1 2021 after selling out during the quarter.
Ferguson Wellman Capital Management sold 6,657 Schwab Emerging Markets Equity ETF shares in Q1 2021, an estimated $204K.
Ferguson Wellman Capital Management first reported a position in Schwab Emerging Markets Equity ETF in Q2 2019 and held it in 5 quarters.
Ferguson Wellman Capital Management's Schwab Emerging Markets Equity ETF position peaked at $223K in Q4 2019.
667 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2021.

Based on Ferguson Wellman Capital Management's 13F filing for Q1 2021, filed 26 Apr 2021.