Robertson Stephens Wealth Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Robertson Stephens Wealth Management’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 Q1	–	Sell	-11,573	Closed	-$342K	–	402
2021 Q4	$342K	Sell	11,573 -3,890	-25%	-$119K	0.03%	304
2021 Q3	$471K	Sell	15,463 -9,394	-38%	-$294K	0.05%	211
2021 Q2	$817K	Buy	24,857 +1,883	+8%	+$61.1K	0.1%	152
2021 Q1	$730K	Buy	22,974 +5,648	+33%	+$184K	0.12%	137
2020 Q4	$531K	Buy	17,326 +2,406	+16%	+$69.8K	0.11%	135
2020 Q3	$399K	Buy	14,920 +1,803	+14%	+$48.2K	0.1%	155
2020 Q2	$319K	Sell	13,117 -10,081	-43%	-$229K	0.09%	137
2020 Q1	$480K	Buy	+23,198	New	+$580K	0.16%	106

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 $49.2B AUM 14.31% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Robertson Stephens Wealth Management's SCHE Position: Q1 2022 in Review

Robertson Stephens Wealth Management sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q1 2022, closing a stake of 11,573 shares — an estimated $342K sold.

Robertson Stephens Wealth Management first reported a position in SCHE in Q1 2020 and held it in 8 quarters. The position peaked at $817K in Q2 2021. 717 funds tracked by Wall St. Rank hold SCHE as of Q1 2022.

Robertson Stephens Wealth Management reported no remaining Schwab Emerging Markets Equity ETF position as of Q1 2022 after selling out during the quarter.
Robertson Stephens Wealth Management sold 11,573 Schwab Emerging Markets Equity ETF shares in Q1 2022, an estimated $342K.
Robertson Stephens Wealth Management first reported a position in Schwab Emerging Markets Equity ETF in Q1 2020 and held it in 8 quarters.
Robertson Stephens Wealth Management's Schwab Emerging Markets Equity ETF position peaked at $817K in Q2 2021.
717 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2022.

Based on Robertson Stephens Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.