Permanens Capital’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Permanens Capital’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	–	Sell	-1,205	Closed	-$40K	–	93
2021 Q2	$40K	Buy	1,205 +100	+9%	+$3.24K	0.01%	64
2021 Q1	$35K	Hold	1,105	–	–	0.01%	82
2020 Q4	$34K	Sell	1,105 -495	-31%	-$14.4K	0.01%	86
2020 Q3	$43K	Sell	1,600 -410	-20%	-$11K	0.01%	77
2020 Q2	$49K	Sell	2,010 -1,754	-47%	-$39.9K	0.02%	69
2020 Q1	$78K	Buy	3,764 +450	+14%	+$11.3K	0.02%	53
2019 Q4	$91K	Hold	3,314	–	–	0.02%	59
2019 Q3	$83K	Buy	3,314 +150	+5%	+$3.82K	0.02%	46
2019 Q2	$83K	Buy	3,164 +60	+2%	+$1.55K	0.02%	43
2019 Q1	$81K	Buy	+3,104	New	+$78.7K	0.02%	40

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

HighTower Advisors

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

Envestnet Asset Management

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

Mercer Global Advisors

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

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $45.5B AUM 21.01% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM