Segall Bryant & Hamill’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Segall Bryant & Hamill’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 Q3	–	Sell	-10,260	Closed	-$262K	–	745
2022 Q2	$262K	Hold	10,260	–	–	﹤0.01%	680
2022 Q1	$285K	Buy	+10,260	New	+$297K	﹤0.01%	688
2021 Q4	–	Sell	-6,645	Closed	-$203K	–	717
2021 Q3	$203K	Sell	6,645 -2,456	-27%	-$76.7K	﹤0.01%	764
2021 Q2	$299K	Buy	+9,101	New	+$295K	﹤0.01%	690

Other funds holding SCHE

CSIA

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

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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

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

Mather Group Chicago, Illinois $10B AUM 15.14% 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

Segall Bryant & Hamill's SCHE Position: Q3 2022 in Review

Segall Bryant & Hamill sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q3 2022, closing a stake of 10,260 shares — an estimated $262K sold.

Segall Bryant & Hamill first reported a position in SCHE in Q2 2021 and held it in 4 quarters. The position peaked at $299K in Q2 2021. 676 funds tracked by Wall St. Rank hold SCHE as of Q3 2022.

Segall Bryant & Hamill reported no remaining Schwab Emerging Markets Equity ETF position as of Q3 2022 after selling out during the quarter.
Segall Bryant & Hamill sold 10,260 Schwab Emerging Markets Equity ETF shares in Q3 2022, an estimated $262K.
Segall Bryant & Hamill first reported a position in Schwab Emerging Markets Equity ETF in Q2 2021 and held it in 4 quarters.
Segall Bryant & Hamill's Schwab Emerging Markets Equity ETF position peaked at $299K in Q2 2021.
676 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2022.

Based on Segall Bryant & Hamill's 13F filing for Q3 2022, filed 14 Nov 2022.