Stordahl Capital Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Stordahl Capital Management’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
2020 Q1	–	Sell	-8,265	Closed	-$226K	–	44
2019 Q4	$226K	Buy	8,265 +45	+0.5%	+$1.19K	0.09%	42
2019 Q3	$207K	Sell	8,220 -4,676	-36%	-$119K	0.08%	43
2019 Q2	$341K	Hold	12,896	–	–	0.13%	37
2019 Q1	$344K	Buy	+12,896	New	+$327K	0.14%	35

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Stordahl Capital Management's SCHE Position: Q1 2020 in Review

Stordahl Capital Management sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q1 2020, closing a stake of 8,265 shares — an estimated $226K sold.

Stordahl Capital Management first reported a position in SCHE in Q1 2019 and held it in 4 quarters. The position peaked at $344K in Q1 2019. 598 funds tracked by Wall St. Rank hold SCHE as of Q1 2020.

Stordahl Capital Management reported no remaining Schwab Emerging Markets Equity ETF position as of Q1 2020 after selling out during the quarter.
Stordahl Capital Management sold 8,265 Schwab Emerging Markets Equity ETF shares in Q1 2020, an estimated $226K.
Stordahl Capital Management first reported a position in Schwab Emerging Markets Equity ETF in Q1 2019 and held it in 4 quarters.
Stordahl Capital Management's Schwab Emerging Markets Equity ETF position peaked at $344K in Q1 2019.
598 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2020.

Based on Stordahl Capital Management's 13F filing for Q1 2020, filed 4 May 2020.