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	-$66.7K	–	191
2019 Q2	$66.7K	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

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Financial Engines Advisors

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Creative Planning

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

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

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

Wealth Enhancement Advisory Services

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

Heartwood Wealth Advisors Richmond, Virginia $1.15B AUM 20.99% 1-Year Est. Return