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

First Foundation 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
2023 Q2	–	Sell	-16,685	Closed	-$409K	–	439
2023 Q1	$409K	Sell	16,685 -6	-0%	-$149	0.02%	260
2022 Q4	$395K	Sell	16,691 -3,563	-18%	-$82.9K	0.02%	275
2022 Q3	$454K	Sell	20,254 -39,448	-66%	-$975K	0.02%	246
2022 Q2	$1.51M	Buy	+59,702	New	+$1.56M	0.07%	144
2019 Q1	–	Sell	-71,850	Closed	-$1.69M	–	371
2018 Q4	$1.69M	Buy	+71,850	New	+$1.74M	0.11%	120
2015 Q1	–	Sell	-13,007	Closed	-$311K	–	259
2014 Q4	$311K	Buy	+13,007	New	+$325K	0.03%	181

Other funds holding SCHE

CSIA

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

BCIM

Bishop & Co Investment Management Erie, Pennsylvania $292M AUM 14.59% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

SAG

SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return

First Foundation Advisors's SCHE Position: Q2 2023 in Review

First Foundation Advisors sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q2 2023, closing a stake of 16,685 shares — an estimated $409K sold.

First Foundation Advisors first reported a position in SCHE in Q4 2014 and held it in 6 quarters. The position peaked at $1.69M in Q4 2018. 705 funds tracked by Wall St. Rank hold SCHE as of Q2 2023.

First Foundation Advisors reported no remaining Schwab Emerging Markets Equity ETF position as of Q2 2023 after selling out during the quarter.
First Foundation Advisors sold 16,685 Schwab Emerging Markets Equity ETF shares in Q2 2023, an estimated $409K.
First Foundation Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q4 2014 and held it in 6 quarters.
First Foundation Advisors's Schwab Emerging Markets Equity ETF position peaked at $1.69M in Q4 2018.
705 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2023.

Based on First Foundation Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.