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

Frontier Wealth 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
2022 Q2	$1.3M	Sell	51,365 -68	-0.1%	-$1.78K	0.09%	157
2022 Q1	$1.41M	Buy	51,433 +22	+0%	+$637	0.02%	151
2021 Q4	$1.52M	Buy	51,411 +913	+2%	+$27.9K	0.1%	144
2021 Q3	$1.54M	Sell	50,498 -2,052	-4%	-$64.1K	0.11%	141
2021 Q2	$1.73M	Buy	52,550 +48	+0.1%	+$1.56K	0.12%	130
2021 Q1	$1.67M	Buy	52,502 +176	+0.3%	+$5.73K	0.13%	124
2020 Q4	$1.6M	Sell	52,326 -173	-0.3%	-$5.02K	0.13%	124
2020 Q3	$1.41M	Buy	52,499 +13,119	+33%	+$350K	0.13%	119
2020 Q2	$959K	Sell	39,380 -13,858	-26%	-$315K	0.09%	147
2020 Q1	$1.1M	Sell	53,238 -5,090	-9%	-$127K	0.18%	108
2019 Q4	$1.6M	Sell	58,328 -1,316	-2%	-$34.7K	0.26%	91
2019 Q3	$1.5M	Sell	59,644 -2,766	-4%	-$70.4K	0.22%	97
2019 Q2	$1.64M	Buy	62,410 +2,289	+4%	+$59.3K	0.24%	84
2019 Q1	$1.56M	Buy	60,121 +768	+1%	+$19.5K	0.21%	104
2018 Q4	$1.4M	Buy	59,353 +21,285	+56%	+$516K	0.21%	108
2018 Q3	$979K	Sell	38,068 -3,826	-9%	-$99.1K	0.09%	155
2018 Q2	$1.08M	Sell	41,894 -1,829	-4%	-$50.3K	0.16%	142
2018 Q1	$1.25M	Sell	43,723 -1,440	-3%	-$42.2K	0.18%	131
2017 Q4	$1.26M	Sell	45,163 -1,174	-3%	-$32.4K	0.2%	116
2017 Q3	$1.25M	Sell	46,337 -4,380	-9%	-$116K	0.18%	135
2017 Q2	$1.26M	Buy	50,717 +1,460	+3%	+$35.9K	0.19%	128
2017 Q1	$1.18M	Sell	49,257 -27,114	-36%	-$631K	0.18%	138
2016 Q4	$1.65M	Buy	76,371 +53,119	+228%	+$1.19M	0.27%	103
2016 Q3	$536K	Sell	23,252 -208,680	-90%	-$4.71M	0.08%	198
2016 Q2	$4.94M	Sell	231,932 -4,159	-2%	-$85.5K	0.79%	27
2016 Q1	$4.9M	Buy	236,091 +12,750	+6%	+$240K	0.41%	28
2015 Q4	$4.36M	Sell	223,341 -39,325	-15%	-$824K	0.7%	31
2015 Q3	$5.31M	Sell	262,666 -5,137	-2%	-$112K	0.84%	24
2015 Q2	$6.58M	Sell	267,803 -2,048	-0.8%	-$52.4K	1.01%	18
2015 Q1	$6.57M	Buy	269,851 +22,052	+9%	+$536K	1.06%	20
2014 Q4	$5.92M	Buy	+247,799	New	+$6.19M	1.12%	16

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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

Frontier Wealth Management's SCHE Position: Q2 2022 in Review

Frontier Wealth Management reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 0.13% in Q2 2022, selling an estimated $1.78K and leaving 51,365 shares worth $1.3M. The position accounts for 0.09% of the portfolio, ranked #157.

Frontier Wealth Management first reported a position in SCHE in Q4 2014 and has held it in 31 quarters since. The position peaked at $6.58M in Q2 2015. 719 funds tracked by Wall St. Rank hold SCHE as of Q2 2022.

Frontier Wealth Management held 51,365 shares of Schwab Emerging Markets Equity ETF worth $1.3M as of Q2 2022.
Frontier Wealth Management sold 68 Schwab Emerging Markets Equity ETF shares in Q2 2022, an estimated $1.78K.
Schwab Emerging Markets Equity ETF made up 0.09% of Frontier Wealth Management's portfolio in Q2 2022, its #157 holding.
Frontier Wealth Management first reported a position in Schwab Emerging Markets Equity ETF in Q4 2014 and has held it in 31 quarters since.
Frontier Wealth Management's Schwab Emerging Markets Equity ETF position peaked at $6.58M in Q2 2015.
719 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2022.

Based on Frontier Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.