Manchester Capital Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Manchester Capital Management’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
2020 Q3	–	Sell	-156	Closed	-$4K	–	662
2020 Q2	$4K	Buy	+156	New	+$3.54K	﹤0.01%	515
2017 Q3	–	Sell	-12,377	Closed	-$308K	–	493
2017 Q2	$308K	Buy	+12,377	New	+$304K	0.05%	150
2015 Q2	–	Sell	-200	Closed	-$4K	–	571
2015 Q1	$4K	Sell	200 -800	-80%	-$19.4K	﹤0.01%	523
2014 Q4	$24K	Hold	1,000	–	–	﹤0.01%	857
2014 Q3	$25K	Hold	1,000	–	–	﹤0.01%	851
2014 Q2	$26K	Hold	1,000	–	–	﹤0.01%	829
2014 Q1	$24K	Hold	1,000	–	–	﹤0.01%	743
2013 Q4	$25K	Hold	1,000	–	–	﹤0.01%	702
2013 Q3	$25K	Hold	1,000	–	–	﹤0.01%	720
2013 Q2	$23K	Buy	+1,000	New	+$24.9K	﹤0.01%	726

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

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

SCM

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

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

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

Manchester Capital Management's SCHE Position: Q3 2020 in Review

Manchester Capital Management sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q3 2020, closing a stake of 156 shares — an estimated $4K sold.

Manchester Capital Management first reported a position in SCHE in Q2 2013 and held it in 10 quarters. The position peaked at $308K in Q2 2017. 583 funds tracked by Wall St. Rank hold SCHE as of Q3 2020.

Manchester Capital Management reported no remaining Schwab Emerging Markets Equity ETF position as of Q3 2020 after selling out during the quarter.
Manchester Capital Management sold 156 Schwab Emerging Markets Equity ETF shares in Q3 2020, an estimated $4K.
Manchester Capital Management first reported a position in Schwab Emerging Markets Equity ETF in Q2 2013 and held it in 10 quarters.
Manchester Capital Management's Schwab Emerging Markets Equity ETF position peaked at $308K in Q2 2017.
583 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2020.

Based on Manchester Capital Management's 13F filing for Q3 2020, filed 27 Oct 2020.