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

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

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 $1.78B AUM 13.07% 1-Year Est. Return

Spectrum Management Group's SCHE Position: Q3 2021 in Review

Spectrum Management Group sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q3 2021, closing a stake of 23 shares — an estimated $1K sold.

Spectrum Management Group first reported a position in SCHE in Q4 2017 and held it in 8 quarters. The position peaked at $174K in Q1 2018. 677 funds tracked by Wall St. Rank hold SCHE as of Q3 2021.

Spectrum Management Group reported no remaining Schwab Emerging Markets Equity ETF position as of Q3 2021 after selling out during the quarter.
Spectrum Management Group sold 23 Schwab Emerging Markets Equity ETF shares in Q3 2021, an estimated $1K.
Spectrum Management Group first reported a position in Schwab Emerging Markets Equity ETF in Q4 2017 and held it in 8 quarters.
Spectrum Management Group's Schwab Emerging Markets Equity ETF position peaked at $174K in Q1 2018.
677 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2021.

Based on Spectrum Management Group's 13F filing for Q3 2021, filed 3 Nov 2021.