Patten Group’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Patten Group’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
2019 Q1	–	Sell	-950	Closed	-$22K	–	457
2018 Q4	$22K	Buy	950 +7	+0.7%	+$170	0.01%	363
2018 Q3	$24K	Buy	943 +5	+0.5%	+$130	0.01%	402
2018 Q2	$24K	Buy	938 +32	+4%	+$880	0.01%	388
2018 Q1	$26K	Buy	906 +40	+5%	+$1.17K	0.01%	380
2017 Q4	$24K	Buy	866 +105	+14%	+$2.9K	0.01%	418
2017 Q3	$20K	Buy	761 +5	+0.7%	+$132	0.01%	419
2017 Q2	$20K	Buy	756 +745	+6,773%	+$18.3K	0.01%	431
2017 Q1	$0	Hold	11	–	–	﹤0.01%	650
2016 Q4	$0	Hold	11	–	–	﹤0.01%	632
2016 Q3	$250	Sell	11 -11	-50%	-$248	﹤0.01%	627
2016 Q2	$468	Buy	+22	New	+$452	﹤0.01%	628

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

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

WealthTrust Fairport Cleveland, Ohio $1.06B AUM 3.47% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

Wealth Enhancement Advisory Services

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

Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return