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

CSIA

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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Hamilton Capital Columbus, Ohio $2.02B AUM

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

TIM

Total Investment Management Scottsdale, Arizona $948M AUM 17.6% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Patten Group's SCHE Position: Q1 2019 in Review

Patten Group sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q1 2019, closing a stake of 950 shares — an estimated $22K sold.

Patten Group first reported a position in SCHE in Q2 2016 and held it in 11 quarters. The position peaked at $26K in Q1 2018. 538 funds tracked by Wall St. Rank hold SCHE as of Q1 2019.

Patten Group reported no remaining Schwab Emerging Markets Equity ETF position as of Q1 2019 after selling out during the quarter.
Patten Group sold 950 Schwab Emerging Markets Equity ETF shares in Q1 2019, an estimated $22K.
Patten Group first reported a position in Schwab Emerging Markets Equity ETF in Q2 2016 and held it in 11 quarters.
Patten Group's Schwab Emerging Markets Equity ETF position peaked at $26K in Q1 2018.
538 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2019.

Based on Patten Group's 13F filing for Q1 2019, filed 14 May 2019.