Legacy Financial Strategies’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Legacy Financial Strategies’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 Q1	–	Sell	-25,983	Closed	-$796K	–	68
2020 Q4	$796K	Sell	25,983 -355	-1%	-$10.3K	0.41%	40
2020 Q3	$705K	Buy	26,338 +3,697	+16%	+$98.8K	0.41%	41
2020 Q2	$551K	Buy	22,641 +331	+1%	+$7.52K	0.43%	40
2020 Q1	$462K	Buy	22,310 +5,345	+32%	+$134K	0.44%	41
2019 Q4	$464K	Sell	16,965 -590	-3%	-$15.6K	0.37%	49
2019 Q3	$463K	Buy	+17,555	New	+$447K	0.41%	45
2018 Q2	–	Sell	-16,253	Closed	-$466K	–	99
2018 Q1	$466K	Buy	+16,253	New	+$476K	0.46%	38

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

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

Hamilton Capital Columbus, Ohio $1.93B AUM

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Legacy Financial Strategies's SCHE Position: Q1 2021 in Review

Legacy Financial Strategies sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q1 2021, closing a stake of 25,983 shares — an estimated $796K sold.

Legacy Financial Strategies first reported a position in SCHE in Q1 2018 and held it in 7 quarters. The position peaked at $796K in Q4 2020. 667 funds tracked by Wall St. Rank hold SCHE as of Q1 2021.

Legacy Financial Strategies reported no remaining Schwab Emerging Markets Equity ETF position as of Q1 2021 after selling out during the quarter.
Legacy Financial Strategies sold 25,983 Schwab Emerging Markets Equity ETF shares in Q1 2021, an estimated $796K.
Legacy Financial Strategies first reported a position in Schwab Emerging Markets Equity ETF in Q1 2018 and held it in 7 quarters.
Legacy Financial Strategies's Schwab Emerging Markets Equity ETF position peaked at $796K in Q4 2020.
667 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2021.

Based on Legacy Financial Strategies's 13F filing for Q1 2021, filed 7 May 2021.