Smith Anglin Financial’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Smith Anglin Financial’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	-108,229	Closed	-$3.3M	–	151
2021 Q3	$3.3M	Sell	108,229 -33,446	-24%	-$1.05M	0.64%	34
2021 Q2	$4.66M	Sell	141,675 -7,023	-5%	-$228K	0.9%	30
2021 Q1	$4.73M	Buy	148,698 +124,680	+519%	+$4.06M	1.02%	28
2020 Q4	$736K	Buy	+24,018	New	+$696K	0.13%	59

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

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Smith Anglin Financial's SCHE Position: Q4 2021 in Review

Smith Anglin Financial sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q4 2021, closing a stake of 108,229 shares — an estimated $3.3M sold.

Smith Anglin Financial first reported a position in SCHE in Q4 2020 and held it in 4 quarters. The position peaked at $4.73M in Q1 2021. 734 funds tracked by Wall St. Rank hold SCHE as of Q4 2021.

Smith Anglin Financial reported no remaining Schwab Emerging Markets Equity ETF position as of Q4 2021 after selling out during the quarter.
Smith Anglin Financial sold 108,229 Schwab Emerging Markets Equity ETF shares in Q4 2021, an estimated $3.3M.
Smith Anglin Financial first reported a position in Schwab Emerging Markets Equity ETF in Q4 2020 and held it in 4 quarters.
Smith Anglin Financial's Schwab Emerging Markets Equity ETF position peaked at $4.73M in Q1 2021.
734 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q4 2021.

Based on Smith Anglin Financial's 13F filing for Q4 2021, filed 31 Jan 2022.