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

Manchester Financial’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 Q2	–	Sell	-768	Closed	-$24K	–	534
2021 Q1	$24K	Buy	768 +676	+735%	+$22K	0.01%	294
2020 Q4	$3K	Sell	92 -33	-26%	-$957	﹤0.01%	518
2020 Q3	$3K	Hold	125	–	–	﹤0.01%	466
2020 Q2	$3K	Hold	125	–	–	﹤0.01%	438
2020 Q1	$3K	Sell	125 -356,053	-100%	-$8.91M	﹤0.01%	409
2019 Q4	$9.75M	Sell	356,178 -57,745	-14%	-$1.52M	3.82%	8
2019 Q3	$10.4M	Buy	413,923 +258,473	+166%	+$6.58M	4.56%	8
2019 Q2	$4.08M	Sell	155,450 -60,850	-28%	-$1.58M	1.83%	11
2019 Q1	$5.63M	Sell	216,300 -24,855	-10%	-$630K	2.73%	10
2018 Q4	$5.67M	Buy	+241,155	New	+$5.84M	3.07%	9

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 $11.5B AUM 18.82% 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

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

SCM

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

Hamilton Capital Columbus, Ohio $1.93B AUM

Manchester Financial's SCHE Position: Q2 2021 in Review

Manchester Financial sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q2 2021, closing a stake of 768 shares — an estimated $24K sold.

Manchester Financial first reported a position in SCHE in Q4 2018 and held it in 10 quarters. The position peaked at $10.4M in Q3 2019. 695 funds tracked by Wall St. Rank hold SCHE as of Q2 2021.

Manchester Financial reported no remaining Schwab Emerging Markets Equity ETF position as of Q2 2021 after selling out during the quarter.
Manchester Financial sold 768 Schwab Emerging Markets Equity ETF shares in Q2 2021, an estimated $24K.
Manchester Financial first reported a position in Schwab Emerging Markets Equity ETF in Q4 2018 and held it in 10 quarters.
Manchester Financial's Schwab Emerging Markets Equity ETF position peaked at $10.4M in Q3 2019.
695 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2021.

Based on Manchester Financial's 13F filing for Q2 2021, filed 21 Jul 2021.