Greenleaf Trust’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Greenleaf Trust’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 Q1	–	Sell	-18,330	Closed	-$434K	–	789
2022 Q4	$434K	Hold	18,330	–	–	0.01%	484
2022 Q3	$411K	Hold	18,330	–	–	0.01%	445
2022 Q2	$465K	Sell	18,330 -1,800	-9%	-$47K	0.01%	420
2022 Q1	$559K	Hold	20,130	–	–	0.01%	383
2021 Q4	$596K	Sell	20,130 -137	-0.7%	-$4.19K	0.01%	372
2021 Q3	$618K	Sell	20,267 -943	-4%	-$29.5K	0.01%	337
2021 Q2	$697K	Sell	21,210 -600	-3%	-$19.5K	0.01%	309
2021 Q1	$693K	Buy	21,810 +600	+3%	+$19.5K	0.01%	295
2020 Q4	$650K	Hold	21,210	–	–	0.01%	266
2020 Q3	$568K	Hold	21,210	–	–	0.01%	261
2020 Q2	$516K	Hold	21,210	–	–	0.01%	266
2020 Q1	$439K	Hold	21,210	–	–	0.01%	267
2019 Q4	$581K	Hold	21,210	–	–	0.01%	262
2019 Q3	$533K	Hold	21,210	–	–	0.01%	273
2019 Q2	$557K	Hold	21,210	–	–	0.01%	261
2019 Q1	$552K	Hold	21,210	–	–	0.01%	251
2018 Q4	$499K	Hold	21,210	–	–	0.01%	253
2018 Q3	$545K	Hold	21,210	–	–	0.01%	266
2018 Q2	$549K	Buy	21,210 +12,380	+140%	+$340K	0.01%	252
2018 Q1	$253K	Hold	8,830	–	–	0.01%	376
2017 Q4	$247K	Buy	+8,830	New	+$243K	0.01%	390

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

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Hamilton Capital Columbus, Ohio $1.93B AUM

Greenleaf Trust's SCHE Position: Q1 2023 in Review

Greenleaf Trust sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q1 2023, closing a stake of 18,330 shares — an estimated $434K sold.

Greenleaf Trust first reported a position in SCHE in Q4 2017 and held it in 21 quarters. The position peaked at $697K in Q2 2021. 694 funds tracked by Wall St. Rank hold SCHE as of Q1 2023.

Greenleaf Trust reported no remaining Schwab Emerging Markets Equity ETF position as of Q1 2023 after selling out during the quarter.
Greenleaf Trust sold 18,330 Schwab Emerging Markets Equity ETF shares in Q1 2023, an estimated $434K.
Greenleaf Trust first reported a position in Schwab Emerging Markets Equity ETF in Q4 2017 and held it in 21 quarters.
Greenleaf Trust's Schwab Emerging Markets Equity ETF position peaked at $697K in Q2 2021.
694 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2023.

Based on Greenleaf Trust's 13F filing for Q1 2023, filed 11 May 2023.