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

Private Capital 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
2022 Q2	–	Sell	-895	Closed	-$25K	–	2080
2022 Q1	$25K	Hold	895	–	–	0.01%	939
2021 Q4	$27K	Hold	895	–	–	0.01%	941
2021 Q3	$27K	Hold	895	–	–	0.01%	934
2021 Q2	$29K	Hold	895	–	–	0.01%	912
2021 Q1	$28K	Hold	895	–	–	0.01%	885
2020 Q4	$27K	Sell	895 -121	-12%	-$3.51K	0.01%	1057
2020 Q3	$27K	Buy	1,016 +772	+316%	+$20.6K	0.01%	973
2020 Q2	$6K	Hold	244	–	–	﹤0.01%	1475
2020 Q1	$5K	Hold	244	–	–	﹤0.01%	1499
2019 Q4	$6K	Hold	244	–	–	﹤0.01%	1463
2019 Q3	$6K	Buy	+244	New	+$6.21K	﹤0.01%	1626

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

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

Hamilton Capital Columbus, Ohio $2.02B AUM

Private Capital Group's SCHE Position: Q2 2022 in Review

Private Capital Group sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q2 2022, closing a stake of 895 shares — an estimated $25K sold.

Private Capital Group first reported a position in SCHE in Q3 2019 and held it in 11 quarters. The position peaked at $29K in Q2 2021. 719 funds tracked by Wall St. Rank hold SCHE as of Q2 2022.

Private Capital Group reported no remaining Schwab Emerging Markets Equity ETF position as of Q2 2022 after selling out during the quarter.
Private Capital Group sold 895 Schwab Emerging Markets Equity ETF shares in Q2 2022, an estimated $25K.
Private Capital Group first reported a position in Schwab Emerging Markets Equity ETF in Q3 2019 and held it in 11 quarters.
Private Capital Group's Schwab Emerging Markets Equity ETF position peaked at $29K in Q2 2021.
719 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2022.

Based on Private Capital Group's 13F filing for Q2 2022, filed 28 Jul 2022.