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

Pacific Edge 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
2021 Q3	$538K	Hold	17,640	–	–	0.26%	28
2021 Q2	$580K	Buy	17,640 +3,300	+23%	+$107K	0.3%	24
2021 Q1	$456K	Buy	14,340 +1,000	+7%	+$32.6K	0.22%	26
2020 Q4	$409K	Hold	13,340	–	–	0.21%	29
2020 Q3	$357K	Hold	13,340	–	–	0.21%	30
2020 Q2	$325K	Buy	13,340 +500	+4%	+$11.4K	0.19%	28
2020 Q1	$266K	Buy	12,840 +1,300	+11%	+$32.5K	0.19%	29
2019 Q4	$316K	Sell	11,540 -9,000	-44%	-$237K	0.19%	39
2019 Q3	$516K	Hold	20,540	–	–	0.34%	25
2019 Q2	$539K	Hold	20,540	–	–	0.36%	25
2019 Q1	$534K	Sell	20,540 -105,750	-84%	-$2.68M	0.32%	28
2018 Q4	$2.97M	Sell	126,290 -356,330	-74%	-$8.63M	1.89%	16
2018 Q3	$12.4M	Sell	482,620 -165,035	-25%	-$4.28M	6.85%	5
2018 Q2	$16.8M	Buy	647,655 +80,565	+14%	+$2.21M	9.25%	3
2018 Q1	$16.3M	Buy	567,090 +63,005	+12%	+$1.85M	10.01%	3
2017 Q4	$14.1M	Buy	+504,085	New	+$13.9M	9.98%	3

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 $49.2B AUM 14.31% 1-Year Est. Return

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

Mather Group Chicago, Illinois $10B AUM 15.14% 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

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

Hamilton Capital Columbus, Ohio $1.93B AUM

Pacific Edge Advisors's SCHE Position: Q3 2021 in Review

Pacific Edge Advisors held its Schwab Emerging Markets Equity ETF (SCHE) position steady in Q3 2021 at 17,640 shares worth $538K. The position accounts for 0.26% of the portfolio, ranked #28.

Pacific Edge Advisors first reported a position in SCHE in Q4 2017 and has held it in 16 quarters since. The position peaked at $16.8M in Q2 2018. 676 funds tracked by Wall St. Rank hold SCHE as of Q3 2021.

Pacific Edge Advisors held 17,640 shares of Schwab Emerging Markets Equity ETF worth $538K as of Q3 2021.
Pacific Edge Advisors left its Schwab Emerging Markets Equity ETF share count unchanged in Q3 2021.
Schwab Emerging Markets Equity ETF made up 0.26% of Pacific Edge Advisors's portfolio in Q3 2021, its #28 holding.
Pacific Edge Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q4 2017 and has held it in 16 quarters since.
Pacific Edge Advisors's Schwab Emerging Markets Equity ETF position peaked at $16.8M in Q2 2018.
676 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2021.

Based on Pacific Edge Advisors's 13F filing for Q3 2021, filed 13 Oct 2021.