Tiller Private Wealth’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Tiller Private Wealth’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 Q2	–	Sell	-8,309	Closed	-$231K	–	61
2022 Q1	$231K	Hold	8,309	–	–	0.13%	44
2021 Q4	$246K	Hold	8,309	–	–	0.16%	47
2021 Q3	$253K	Buy	+8,309	New	+$260K	0.19%	41
2016 Q2	–	Sell	-36,658	Closed	-$761K	–	40
2016 Q1	$761K	Sell	36,658 -203,456	-85%	-$3.82M	0.65%	24
2015 Q4	$4.68M	Buy	+240,114	New	+$5.03M	4.47%	12

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

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

Mather Group Chicago, Illinois $10B AUM 15.14% 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