Pacifica Partners’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Pacifica Partners’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
2024 Q2	–	Sell	-4	Closed	-$100	–	562
2024 Q1	$100	Hold	4	–	–	﹤0.01%	507
2023 Q4	$98	Buy	+4	New	+$96	﹤0.01%	545
2022 Q3	–	Sell	-136	Closed	-$4K	–	503
2022 Q2	$4K	Hold	136	–	–	﹤0.01%	395
2022 Q1	$4K	Hold	136	–	–	﹤0.01%	392
2021 Q4	$4K	Hold	136	–	–	﹤0.01%	383
2021 Q3	$4K	Hold	136	–	–	﹤0.01%	381
2021 Q2	$4K	Hold	136	–	–	﹤0.01%	373
2021 Q1	$4K	Hold	136	–	–	﹤0.01%	343
2020 Q4	$4K	Hold	136	–	–	﹤0.01%	313
2020 Q3	$4K	Hold	136	–	–	﹤0.01%	287
2020 Q2	$3K	Hold	136	–	–	﹤0.01%	328
2020 Q1	$3K	Buy	+136	New	+$3.4K	﹤0.01%	316

Other funds holding SCHE

Charles Schwab San Francisco, California $654B AUM 26.35% 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

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

SAG

SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Pacifica Partners's SCHE Position: Q2 2024 in Review

Pacifica Partners sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q2 2024, closing a stake of 4 shares — an estimated $100 sold.

Pacifica Partners first reported a position in SCHE in Q1 2020 and held it in 12 quarters. The position peaked at $4K in Q2 2022. 721 funds tracked by Wall St. Rank hold SCHE as of Q2 2024.

Pacifica Partners reported no remaining Schwab Emerging Markets Equity ETF position as of Q2 2024 after selling out during the quarter.
Pacifica Partners sold 4 Schwab Emerging Markets Equity ETF shares in Q2 2024, an estimated $100.
Pacifica Partners first reported a position in Schwab Emerging Markets Equity ETF in Q1 2020 and held it in 12 quarters.
Pacifica Partners's Schwab Emerging Markets Equity ETF position peaked at $4K in Q2 2022.
721 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2024.

Based on Pacifica Partners's 13F filing for Q2 2024, filed 11 Jul 2024.