Running Point Capital Advisors’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Running Point Capital Advisors’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 Q4	–	Sell	-22,321	Closed	-$680K	–	162
2021 Q3	$680K	Hold	22,321	–	–	0.3%	52
2021 Q2	$734K	Hold	22,321	–	–	0.33%	51
2021 Q1	$709K	Hold	22,321	–	–	0.39%	43
2020 Q4	$684K	Buy	+22,321	New	+$647K	0.4%	42

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

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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

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

Hamilton Capital Columbus, Ohio $1.93B AUM

Running Point Capital Advisors's SCHE Position: Q4 2021 in Review

Running Point Capital Advisors sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q4 2021, closing a stake of 22,321 shares — an estimated $680K sold.

Running Point Capital Advisors first reported a position in SCHE in Q4 2020 and held it in 4 quarters. The position peaked at $734K in Q2 2021. 734 funds tracked by Wall St. Rank hold SCHE as of Q4 2021.

Running Point Capital Advisors reported no remaining Schwab Emerging Markets Equity ETF position as of Q4 2021 after selling out during the quarter.
Running Point Capital Advisors sold 22,321 Schwab Emerging Markets Equity ETF shares in Q4 2021, an estimated $680K.
Running Point Capital Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q4 2020 and held it in 4 quarters.
Running Point Capital Advisors's Schwab Emerging Markets Equity ETF position peaked at $734K in Q2 2021.
734 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q4 2021.

Based on Running Point Capital Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.