Managed Account Services’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Managed Account Services’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	$1.6M	Sell	52,596 -1,737	-3%	-$54.3K	0.42%	53
2021 Q2	$1.79M	Sell	54,333 -719	-1%	-$23.3K	0.43%	50
2021 Q1	$1.75M	Sell	55,052 -3,061	-5%	-$99.7K	0.46%	47
2020 Q4	$1.94M	Sell	58,113 -580	-1%	-$16.8K	0.52%	46
2020 Q3	$1.65M	Sell	58,693 -1,891	-3%	-$50.5K	0.52%	47
2020 Q2	$1.6M	Sell	60,584 -1,243	-2%	-$28.2K	0.58%	41
2020 Q1	$1.24M	Sell	61,827 -6,699	-10%	-$168K	0.6%	43
2019 Q4	$1.9M	Sell	68,526 -1,706	-2%	-$45K	0.79%	41
2019 Q3	$1.8M	Buy	70,232 +936	+1%	+$23.8K	0.89%	39
2019 Q2	$1.83M	Sell	69,296 -1,207	-2%	-$31.3K	0.99%	35
2019 Q1	$1.88M	Buy	70,503 +173	+0.2%	+$4.38K	1.06%	35
2018 Q4	$1.76M	Buy	70,330 +2,920	+4%	+$70.8K	1.08%	35
2018 Q3	$1.6M	Buy	67,410 +4,599	+7%	+$119K	1.04%	34
2018 Q2	$1.63M	Sell	62,811 -1,430	-2%	-$39.3K	1.06%	33
2018 Q1	$1.84M	Sell	64,241 -1,903	-3%	-$55.8K	1.21%	30
2017 Q4	$1.85M	Buy	66,144 +69	+0.1%	+$1.9K	1.2%	27
2017 Q3	$1.78M	Sell	66,075 -3,317	-5%	-$87.8K	1.2%	27
2017 Q2	$1.72M	Sell	69,392 -473	-0.7%	-$11.6K	1.22%	27
2017 Q1	$1.68M	Sell	69,865 -2,978	-4%	-$69.3K	1.24%	27
2016 Q4	$1.57M	Buy	+72,843	New	+$1.63M	1.2%	27

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

Managed Account Services's SCHE Position: Q3 2021 in Review

Managed Account Services reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 3.2% in Q3 2021, selling an estimated $54.3K and leaving 52,596 shares worth $1.6M. The position accounts for 0.42% of the portfolio, ranked #53.

Managed Account Services first reported a position in SCHE in Q4 2016 and has held it in 20 quarters since. The position peaked at $1.94M in Q4 2020. 676 funds tracked by Wall St. Rank hold SCHE as of Q3 2021.

Managed Account Services held 52,596 shares of Schwab Emerging Markets Equity ETF worth $1.6M as of Q3 2021.
Managed Account Services sold 1,737 Schwab Emerging Markets Equity ETF shares in Q3 2021, an estimated $54.3K.
Schwab Emerging Markets Equity ETF made up 0.42% of Managed Account Services's portfolio in Q3 2021, its #53 holding.
Managed Account Services first reported a position in Schwab Emerging Markets Equity ETF in Q4 2016 and has held it in 20 quarters since.
Managed Account Services's Schwab Emerging Markets Equity ETF position peaked at $1.94M in Q4 2020.
676 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2021.

Based on Managed Account Services's 13F filing for Q3 2021, filed 9 Nov 2021.