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

Harborview 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
2021 Q3	$2.05M	Sell	67,366 -6,106	-8%	-$191K	1.15%	18
2021 Q2	$2.42M	Sell	73,472 -11,485	-14%	-$373K	1.35%	18
2021 Q1	$2.7M	Sell	84,957 -16,442	-16%	-$535K	1.63%	15
2020 Q4	$3.11M	Sell	101,399 -173,041	-63%	-$5.02M	2.08%	13
2020 Q3	$7.34M	Buy	274,440 +1,441	+0.5%	+$38.5K	5.61%	5
2020 Q2	$6.65M	Sell	272,999 -32,412	-11%	-$736K	5.5%	5
2020 Q1	$6.32M	Sell	305,411 -3,000	-1%	-$75K	6.29%	5
2019 Q4	$8.44M	Buy	308,411 +3,028	+1%	+$79.8K	6.47%	5
2019 Q3	$7.67M	Buy	305,383 +16,468	+6%	+$419K	6.17%	5
2019 Q2	$7.58M	Buy	288,915 +26,208	+10%	+$679K	6.13%	4
2019 Q1	$6.83M	Buy	262,707 +7,740	+3%	+$196K	5.92%	4
2018 Q4	$6M	Buy	254,967 +6,425	+3%	+$156K	7.03%	4
2018 Q3	$6.39M	Buy	248,542 +32,830	+15%	+$851K	6.5%	4
2018 Q2	$5.58M	Buy	215,712 +19,436	+10%	+$534K	5.15%	6
2018 Q1	$5.63M	Buy	196,276 +5,520	+3%	+$162K	5.35%	6
2017 Q4	$5.33M	Buy	+190,756	New	+$5.26M	5.1%	6

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

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

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

Hamilton Capital Columbus, Ohio $1.93B AUM

Harborview Advisors's SCHE Position: Q3 2021 in Review

Harborview Advisors reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 8.3% in Q3 2021, selling an estimated $191K and leaving 67,366 shares worth $2.05M. The position accounts for 1.15% of the portfolio, ranked #18.

Harborview Advisors first reported a position in SCHE in Q4 2017 and has held it in 16 quarters since. The position peaked at $8.44M in Q4 2019. 676 funds tracked by Wall St. Rank hold SCHE as of Q3 2021.

Harborview Advisors held 67,366 shares of Schwab Emerging Markets Equity ETF worth $2.05M as of Q3 2021.
Harborview Advisors sold 6,106 Schwab Emerging Markets Equity ETF shares in Q3 2021, an estimated $191K.
Schwab Emerging Markets Equity ETF made up 1.15% of Harborview Advisors's portfolio in Q3 2021, its #18 holding.
Harborview Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q4 2017 and has held it in 16 quarters since.
Harborview Advisors's Schwab Emerging Markets Equity ETF position peaked at $8.44M in Q4 2019.
676 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2021.

Based on Harborview Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.