HCIA
SCHE icon

Hochman Cole Investment Advisors’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Hochman Cole Investment 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 		$1.62M Sell
53,239
-3,590
-6% -$112K 0.64% 36
2021
Q2 		$1.87M Buy
56,829
+4,721
+9% +$153K 0.75% 31
2021
Q1 		$1.66M Buy
52,108
+1,930
+4% +$62.9K 0.7% 33
2020
Q4 		$1.54M Sell
50,178
-736
-1% -$21.3K 0.66% 31
2020
Q3 		$1.36M Sell
50,914
-66
-0.1% -$1.76K 0.67% 31
2020
Q2 		$1.24M Sell
50,980
-5,309
-9% -$121K 0.68% 32
2020
Q1 		$1.17M Sell
56,289
-5,225
-8% -$131K 0.8% 32
2019
Q4 		$1.68M Sell
61,514
-7,641
-11% -$201K 0.92% 27
2019
Q3 		$1.74M Sell
69,155
-2,996
-4% -$76.2K 1.09% 26
2019
Q2 		$1.89M Sell
72,151
-516
-0.7% -$13.4K 1.13% 25
2019
Q1 		$1.89M Buy
72,667
+1,147
+2% +$29.1K 1.13% 26
2018
Q4 		$1.68M Sell
71,520
-3,755
-5% -$91K 1.16% 26
2018
Q3 		$1.94M Hold
75,275
– – 1.2% 25
2018
Q2 		$1.95M Buy
75,275
+99
+0.1% +$2.72K 1.28% 24
2018
Q1 		$2.16M Buy
75,176
+21,847
+41% +$640K 1.51% 19
2017
Q4 		$1.49M Buy
53,329
+2,078
+4% +$57.3K 0.94% 31
2017
Q3 		$1.38M Buy
51,251
+15,080
+42% +$399K 0.9% 33
2017
Q2 		$899K Buy
+36,171
New +$889K 0.62% 41

Other funds holding SCHE

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $2.02B AUM

Hochman Cole Investment Advisors's SCHE Position: Q3 2021 in Review

Hochman Cole Investment Advisors reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 6.3% in Q3 2021, selling an estimated $112K and leaving 53,239 shares worth $1.62M. The position accounts for 0.64% of the portfolio, ranked #36.

Hochman Cole Investment Advisors first reported a position in SCHE in Q2 2017 and has held it in 18 quarters since. The position peaked at $2.16M in Q1 2018. 677 funds tracked by Wall St. Rank hold SCHE as of Q3 2021.

  • Hochman Cole Investment Advisors held 53,239 shares of Schwab Emerging Markets Equity ETF worth $1.62M as of Q3 2021.
  • Hochman Cole Investment Advisors sold 3,590 Schwab Emerging Markets Equity ETF shares in Q3 2021, an estimated $112K.
  • Schwab Emerging Markets Equity ETF made up 0.64% of Hochman Cole Investment Advisors's portfolio in Q3 2021, its #36 holding.
  • Hochman Cole Investment Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q2 2017 and has held it in 18 quarters since.
  • Hochman Cole Investment Advisors's Schwab Emerging Markets Equity ETF position peaked at $2.16M in Q1 2018.
  • 677 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2021.

Based on Hochman Cole Investment Advisors's 13F filing for Q3 2021, filed 20 Oct 2021.