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

Maxim 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 Q2	$2.92M	Buy	109,061 +7,156	+7%	+$163K	2.61%	9
2020 Q1	$2.11M	Buy	101,905 +12,948	+15%	+$324K	2.19%	13
2019 Q4	$2.09M	Sell	88,957 -13,103	-13%	-$345K	2.16%	15
2019 Q3	$2.56M	Sell	102,060 -8,849	-8%	-$225K	2.31%	12
2019 Q2	$2.91M	Sell	110,909 -5,604	-5%	-$145K	2.72%	10
2019 Q1	$3.03M	Buy	116,513 +27,556	+31%	+$698K	2.82%	10
2018 Q4	$2.09M	Buy	+88,957	New	+$2.16M	2.16%	15

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

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

HWA

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

Maxim Capital Management's SCHE Position: Q2 2020 in Review

Maxim Capital Management increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 7% in Q2 2020, buying an estimated $163K and bringing the position to 109,061 shares worth $2.92M. The position accounts for 2.61% of the portfolio, ranked #9.

Maxim Capital Management first reported a position in SCHE in Q4 2018 and has held it in 7 quarters since. The position peaked at $3.03M in Q1 2019. 577 funds tracked by Wall St. Rank hold SCHE as of Q2 2020.

Maxim Capital Management held 109,061 shares of Schwab Emerging Markets Equity ETF worth $2.92M as of Q2 2020.
Maxim Capital Management bought 7,156 Schwab Emerging Markets Equity ETF shares in Q2 2020, an estimated $163K.
Schwab Emerging Markets Equity ETF made up 2.61% of Maxim Capital Management's portfolio in Q2 2020, its #9 holding.
Maxim Capital Management first reported a position in Schwab Emerging Markets Equity ETF in Q4 2018 and has held it in 7 quarters since.
Maxim Capital Management's Schwab Emerging Markets Equity ETF position peaked at $3.03M in Q1 2019.
577 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2020.

Based on Maxim Capital Management's 13F filing for Q2 2020, filed 14 Aug 2020.