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

Frontier 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
2020 Q2	$23.4M	Buy	960,499 +18,030	+2%	+$410K	1.45%	22
2020 Q1	$19.5M	Buy	942,469 +17,643	+2%	+$441K	1.47%	22
2019 Q4	$25.3M	Buy	924,826 +23,657	+3%	+$623K	1.46%	23
2019 Q3	$22.6M	Buy	901,169 +36,362	+4%	+$925K	1.44%	23
2019 Q2	$22.7M	Buy	864,807 +13,101	+2%	+$339K	1.52%	22
2019 Q1	$22.2M	Buy	851,706 +323,309	+61%	+$8.19M	1.38%	25
2018 Q4	$12.4M	Buy	528,397 +46,240	+10%	+$1.12M	0.92%	37
2018 Q3	$12.4M	Buy	482,157 +34,895	+8%	+$904K	0.88%	37
2018 Q2	$11.6M	Buy	447,262 +23,182	+5%	+$637K	0.89%	35
2018 Q1	$12.2M	Buy	424,080 +34,045	+9%	+$998K	1.01%	30
2017 Q4	$10.9M	Buy	390,035 +5,073	+1%	+$140K	0.91%	35
2017 Q3	$10.4M	Buy	384,962 +8,271	+2%	+$219K	0.86%	39
2017 Q2	$9.36M	Buy	376,691 +17,424	+5%	+$428K	0.88%	37
2017 Q1	$8.61M	Sell	359,267 -4,051	-1%	-$94.3K	0.84%	32
2016 Q4	$7.83M	Buy	363,318 +19,432	+6%	+$435K	0.74%	36
2016 Q3	$79.3M	Sell	343,886 -13,638	-4%	-$308K	0.7%	32
2016 Q2	$7.61M	Sell	357,524 -7,325	-2%	-$151K	0.95%	29
2016 Q1	$7.58M	Buy	364,849 +32,105	+10%	+$603K	1.01%	31
2015 Q4	$6.49M	Buy	332,744 +201,348	+153%	+$4.22M	1.01%	27
2015 Q3	$2.66M	Buy	131,396 +40,405	+44%	+$884K	0.44%	59
2015 Q2	$2.24M	Buy	90,991 +22,300	+32%	+$571K	0.26%	68
2015 Q1	$1.8M	Buy	68,691 +29,641	+76%	+$720K	0.25%	69
2014 Q4	$933K	Buy	39,050 +14,765	+61%	+$369K	0.16%	88
2014 Q3	$617K	Buy	24,285 +1,110	+5%	+$29.8K	0.1%	104
2014 Q2	$603K	Buy	+23,175	New	+$585K	0.1%	100

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

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

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

Hamilton Capital Columbus, Ohio $1.93B AUM

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

SCM

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

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

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

Frontier Investment Management's SCHE Position: Q2 2020 in Review

Frontier Investment Management increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 1.9% in Q2 2020, buying an estimated $410K and bringing the position to 960,499 shares worth $23.4M. The position accounts for 1.45% of the portfolio, ranked #22.

Frontier Investment Management first reported a position in SCHE in Q2 2014 and has held it in 25 quarters since. The position peaked at $79.3M in Q3 2016. 577 funds tracked by Wall St. Rank hold SCHE as of Q2 2020.

Frontier Investment Management held 960,499 shares of Schwab Emerging Markets Equity ETF worth $23.4M as of Q2 2020.
Frontier Investment Management bought 18,030 Schwab Emerging Markets Equity ETF shares in Q2 2020, an estimated $410K.
Schwab Emerging Markets Equity ETF made up 1.45% of Frontier Investment Management's portfolio in Q2 2020, its #22 holding.
Frontier Investment Management first reported a position in Schwab Emerging Markets Equity ETF in Q2 2014 and has held it in 25 quarters since.
Frontier Investment Management's Schwab Emerging Markets Equity ETF position peaked at $79.3M in Q3 2016.
577 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2020.

Based on Frontier Investment Management's 13F filing for Q2 2020, filed 11 Aug 2020.