Spectrum Management Group’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Spectrum Management 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
2021 Q3	–	Sell	-23	Closed	-$1K	–	416
2021 Q2	$1K	Buy	+23	New	+$746	﹤0.01%	254
2020 Q4	–	Sell	-1,057	Closed	-$28K	–	268
2020 Q3	$28K	Hold	1,057	–	–	0.01%	167
2020 Q2	$26K	Hold	1,057	–	–	0.01%	167
2020 Q1	$22K	Hold	1,057	–	–	0.01%	155
2019 Q4	$29K	Buy	+1,057	New	+$27.9K	0.01%	170
2019 Q2	–	Sell	-5,610	Closed	-$146K	–	264
2019 Q1	$146K	Buy	+5,610	New	+$142K	0.04%	91
2018 Q2	–	Sell	-6,070	Closed	-$174K	–	255
2018 Q1	$174K	Buy	6,070 +2,520	+71%	+$73.8K	0.06%	83
2017 Q4	$99K	Buy	+3,550	New	+$97.9K	0.03%	101

Other funds holding SCHE

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

Financial Engines Advisors

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Creative Planning

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

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

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

HighTower Advisors

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

Envestnet Asset Management

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

Mercer Global Advisors

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

Wealth Enhancement Advisory Services

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

Hamilton Capital Columbus, Ohio $1.93B AUM