Hexagon Capital Partners’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Hexagon Capital Partners’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	-3	Closed	-$74	–	1479
2023 Q1	$74	Sell	3 -15	-83%	-$372	﹤0.01%	1416
2022 Q4	$426	Hold	18	–	–	﹤0.01%	1313
2022 Q3	$0	Hold	18	–	–	﹤0.01%	1417
2022 Q2	$0	Buy	+18	New	+$470	﹤0.01%	1240
2021 Q4	–	Sell	-52	Closed	-$2K	–	894
2021 Q3	$2K	Hold	52	–	–	﹤0.01%	779
2021 Q2	$2K	Buy	+52	New	+$1.69K	﹤0.01%	741

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

Hexagon Capital Partners's SCHE Position: Q2 2023 in Review

Hexagon Capital Partners sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q2 2023, closing a stake of 3 shares — an estimated $74 sold.

Hexagon Capital Partners first reported a position in SCHE in Q2 2021 and held it in 6 quarters. The position peaked at $2K in Q3 2021. 705 funds tracked by Wall St. Rank hold SCHE as of Q2 2023.

Hexagon Capital Partners reported no remaining Schwab Emerging Markets Equity ETF position as of Q2 2023 after selling out during the quarter.
Hexagon Capital Partners sold 3 Schwab Emerging Markets Equity ETF shares in Q2 2023, an estimated $74.
Hexagon Capital Partners first reported a position in Schwab Emerging Markets Equity ETF in Q2 2021 and held it in 6 quarters.
Hexagon Capital Partners's Schwab Emerging Markets Equity ETF position peaked at $2K in Q3 2021.
705 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2023.

Based on Hexagon Capital Partners's 13F filing for Q2 2023, filed 24 Jul 2023.