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McDonald Partners’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

McDonald Partners’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 		– Sell
-6,505
Closed -$214K – 303
2021
Q2 		$214K Buy
+6,505
New +$211K 0.05% 287

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Creative Planning
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MG
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Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM

McDonald Partners's SCHE Position: Q3 2021 in Review

McDonald Partners sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q3 2021, closing a stake of 6,505 shares — an estimated $214K sold.

McDonald Partners first reported a position in SCHE in Q2 2021 and held it in 1 quarter. The position peaked at $214K in Q2 2021. 676 funds tracked by Wall St. Rank hold SCHE as of Q3 2021.

  • McDonald Partners reported no remaining Schwab Emerging Markets Equity ETF position as of Q3 2021 after selling out during the quarter.
  • McDonald Partners sold 6,505 Schwab Emerging Markets Equity ETF shares in Q3 2021, an estimated $214K.
  • McDonald Partners first reported a position in Schwab Emerging Markets Equity ETF in Q2 2021 and held it in 1 quarter.
  • McDonald Partners's Schwab Emerging Markets Equity ETF position peaked at $214K in Q2 2021.
  • 676 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2021.

Based on McDonald Partners's 13F filing for Q3 2021, filed 28 Oct 2021.