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

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

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 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

Tiller Private Wealth's SCHE Position: Q2 2022 in Review

Tiller Private Wealth sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q2 2022, closing a stake of 8,309 shares — an estimated $231K sold.

Tiller Private Wealth first reported a position in SCHE in Q4 2015 and held it in 5 quarters. The position peaked at $4.68M in Q4 2015. 719 funds tracked by Wall St. Rank hold SCHE as of Q2 2022.

Tiller Private Wealth reported no remaining Schwab Emerging Markets Equity ETF position as of Q2 2022 after selling out during the quarter.
Tiller Private Wealth sold 8,309 Schwab Emerging Markets Equity ETF shares in Q2 2022, an estimated $231K.
Tiller Private Wealth first reported a position in Schwab Emerging Markets Equity ETF in Q4 2015 and held it in 5 quarters.
Tiller Private Wealth's Schwab Emerging Markets Equity ETF position peaked at $4.68M in Q4 2015.
719 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2022.

Based on Tiller Private Wealth's 13F filing for Q2 2022, filed 13 Jul 2022.