Pacific Capital Wealth Advisors’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Pacific Capital Wealth Advisors’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
2022 Q3	–	Sell	-70,746	Closed	-$1.8M	–	89
2022 Q2	$1.8M	Sell	70,746 -5,418	-7%	-$142K	0.5%	41
2022 Q1	$2.12M	Buy	76,164 +1	+0%	+$29	0.6%	36
2021 Q4	$2.26M	Sell	76,163 -636	-0.8%	-$19.4K	0.65%	36
2021 Q3	$2.34M	Sell	76,799 -62,471	-45%	-$1.95M	0.74%	36
2021 Q2	$4.58M	Sell	139,270 -1,948	-1%	-$63.2K	2.3%	17
2021 Q1	$4.49M	Buy	141,218 +7,190	+5%	+$234K	2.5%	15
2020 Q4	$4.11M	Buy	134,028 +5,505	+4%	+$160K	2.33%	16
2020 Q3	$3.44M	Buy	128,523 +5,716	+5%	+$153K	2.04%	16
2020 Q2	$2.99M	Sell	122,807 -5,244	-4%	-$119K	2.03%	18
2020 Q1	$2.65M	Sell	128,051 -2,265	-2%	-$56.7K	2%	21
2019 Q4	$3.57M	Buy	+130,316	New	+$3.43M	2.38%	14

Other funds holding SCHE

CSIA

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

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

Hamilton Capital Columbus, Ohio $1.93B AUM

Pacific Capital Wealth Advisors's SCHE Position: Q3 2022 in Review

Pacific Capital Wealth Advisors sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q3 2022, closing a stake of 70,746 shares — an estimated $1.8M sold.

Pacific Capital Wealth Advisors first reported a position in SCHE in Q4 2019 and held it in 11 quarters. The position peaked at $4.58M in Q2 2021. 676 funds tracked by Wall St. Rank hold SCHE as of Q3 2022.

Pacific Capital Wealth Advisors reported no remaining Schwab Emerging Markets Equity ETF position as of Q3 2022 after selling out during the quarter.
Pacific Capital Wealth Advisors sold 70,746 Schwab Emerging Markets Equity ETF shares in Q3 2022, an estimated $1.8M.
Pacific Capital Wealth Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q4 2019 and held it in 11 quarters.
Pacific Capital Wealth Advisors's Schwab Emerging Markets Equity ETF position peaked at $4.58M in Q2 2021.
676 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2022.

Based on Pacific Capital Wealth Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.