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Nachman Norwood & Parrott’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Nachman Norwood & Parrott’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 		$239K Buy
+7,279
New +$236K 0.02% 261
2020
Q4 		– Sell
-2,509
Closed -$67K – 891
2020
Q3 		$67K Buy
+2,509
New +$67K 0.01% 387

Other funds holding SCHE

CSIA
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
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
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
Wealth Enhancement Advisory Services
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
HC
Hamilton Capital Columbus, Ohio $1.93B AUM

Nachman Norwood & Parrott's SCHE Position: Q2 2021 in Review

Nachman Norwood & Parrott opened a new position in Schwab Emerging Markets Equity ETF (SCHE) in Q2 2021: 7,279 shares worth $239K. The stake represents 0.02% of the portfolio and ranks #261 among its holdings. This is a return to the name: Nachman Norwood & Parrott previously reported a position in SCHE as recently as Q3 2020.

Nachman Norwood & Parrott first reported a position in SCHE in Q3 2020 and has held it in 2 quarters since. 695 funds tracked by Wall St. Rank hold SCHE as of Q2 2021.

  • Nachman Norwood & Parrott held 7,279 shares of Schwab Emerging Markets Equity ETF worth $239K as of Q2 2021.
  • Schwab Emerging Markets Equity ETF was a new Nachman Norwood & Parrott position in Q2 2021.
  • Schwab Emerging Markets Equity ETF made up 0.02% of Nachman Norwood & Parrott's portfolio in Q2 2021, its #261 holding.
  • Nachman Norwood & Parrott first reported a position in Schwab Emerging Markets Equity ETF in Q3 2020 and has held it in 2 quarters since.
  • 695 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2021.

Based on Nachman Norwood & Parrott's 13F filing for Q2 2021, filed 13 Aug 2021.