Merriman Wealth Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Merriman Wealth 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	–	Sell	-18,889	Closed	-$391K	–	182
2020 Q1	$391K	Buy	+18,889	New	+$472K	0.09%	103
2019 Q3	–	Sell	-250,567	Closed	-$6.67M	–	191
2019 Q2	$6.67M	Sell	250,567 -11,802	-4%	-$306K	1.28%	25
2019 Q1	$6.82M	Buy	+262,369	New	+$6.65M	1.29%	25
2018 Q2	–	Sell	-260,518	Closed	-$7.48M	–	198
2018 Q1	$7.48M	Buy	+260,518	New	+$7.63M	1.97%	8
2016 Q4	–	Sell	-282,460	Closed	-$6.51M	–	167
2016 Q3	$6.51M	Buy	+282,460	New	+$6.38M	1.34%	19

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 $56.3B AUM 17.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $2.02B AUM

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 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

Merriman Wealth Management's SCHE Position: Q2 2020 in Review

Merriman Wealth Management sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q2 2020, closing a stake of 18,889 shares — an estimated $391K sold.

Merriman Wealth Management first reported a position in SCHE in Q3 2016 and held it in 5 quarters. The position peaked at $7.48M in Q1 2018. 578 funds tracked by Wall St. Rank hold SCHE as of Q2 2020.

Merriman Wealth Management reported no remaining Schwab Emerging Markets Equity ETF position as of Q2 2020 after selling out during the quarter.
Merriman Wealth Management sold 18,889 Schwab Emerging Markets Equity ETF shares in Q2 2020, an estimated $391K.
Merriman Wealth Management first reported a position in Schwab Emerging Markets Equity ETF in Q3 2016 and held it in 5 quarters.
Merriman Wealth Management's Schwab Emerging Markets Equity ETF position peaked at $7.48M in Q1 2018.
578 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2020.

Based on Merriman Wealth Management's 13F filing for Q2 2020, filed 31 Jul 2020.