Luther King Capital Management (LKCM)’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Luther King Capital Management (LKCM)’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
2022 Q2	–	Hold	0	–	–	–	526
2022 Q1	–	Hold	0	–	–	–	512
2021 Q4	–	Hold	0	–	–	–	501
2021 Q3	–	Hold	0	–	–	–	482
2021 Q2	–	Hold	0	–	–	–	388
2021 Q1	–	Hold	0	–	–	–	354
2020 Q4	–	Hold	0	–	–	–	346
2018 Q3	–	Sell	-26,935	Closed	-$698K	–	426
2018 Q2	$697K	Sell	26,935 -56,895	-68%	-$1.56M	0.01%	386
2018 Q1	$2.41M	Buy	83,830 +1,131	+1%	+$33.1K	0.02%	267
2017 Q4	$2.31M	Buy	82,699 +9,399	+13%	+$259K	0.02%	277
2017 Q3	$1.97M	Buy	+73,300	New	+$1.94M	0.02%	287

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

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

Mather Group Chicago, Illinois $10B AUM 15.14% 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

Luther King Capital Management (LKCM)'s SCHE Position: Q2 2022 in Review

Luther King Capital Management (LKCM) held its Schwab Emerging Markets Equity ETF (SCHE) position steady in Q2 2022 at 0 shares worth $347K. The position accounts for ﹤0.01% of the portfolio, ranked #526.

Luther King Capital Management (LKCM) first reported a position in SCHE in Q3 2017 and has held it in 4 quarters since. The position peaked at $2.41M in Q1 2018. 718 funds tracked by Wall St. Rank hold SCHE as of Q2 2022.

Luther King Capital Management (LKCM) held 0 shares of Schwab Emerging Markets Equity ETF worth $347K as of Q2 2022.
Luther King Capital Management (LKCM) left its Schwab Emerging Markets Equity ETF share count unchanged in Q2 2022.
Schwab Emerging Markets Equity ETF made up ﹤0.01% of Luther King Capital Management (LKCM)'s portfolio in Q2 2022, its #526 holding.
Luther King Capital Management (LKCM) first reported a position in Schwab Emerging Markets Equity ETF in Q3 2017 and has held it in 4 quarters since.
Luther King Capital Management (LKCM)'s Schwab Emerging Markets Equity ETF position peaked at $2.41M in Q1 2018.
718 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2022.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q2 2022, filed 11 Aug 2022.