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

Wealth Architects’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	-10,230	Closed	-$280K	–	142
2019 Q4	$280K	Buy	10,230 +1,342	+15%	+$35.4K	0.08%	102
2019 Q3	$223K	Buy	8,888 +622	+8%	+$15.8K	0.07%	119
2019 Q2	$217K	Buy	8,266 +398	+5%	+$10.3K	0.07%	122
2019 Q1	$205K	Buy	+7,868	New	+$199K	0.06%	129
2018 Q2	–	Sell	-7,174	Closed	-$206K	–	133
2018 Q1	$206K	Sell	7,174 -867	-11%	-$25.4K	0.07%	120
2017 Q4	$225K	Buy	8,041 +471	+6%	+$13K	0.07%	119
2017 Q3	$204K	Sell	7,570 -602	-7%	-$15.9K	0.07%	120
2017 Q2	$203K	Sell	8,172 -256	-3%	-$6.29K	0.08%	115
2017 Q1	$202K	Buy	+8,428	New	+$196K	0.08%	116
2016 Q4	–	Sell	-9,278	Closed	-$213K	–	122
2016 Q3	$213K	Buy	+9,278	New	+$210K	0.1%	103

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Hamilton Capital Columbus, Ohio $2.02B AUM

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

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Wealth Architects's SCHE Position: Q1 2020 in Review

Wealth Architects sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q1 2020, closing a stake of 10,230 shares — an estimated $280K sold.

Wealth Architects first reported a position in SCHE in Q3 2016 and held it in 10 quarters. The position peaked at $280K in Q4 2019. 598 funds tracked by Wall St. Rank hold SCHE as of Q1 2020.

Wealth Architects reported no remaining Schwab Emerging Markets Equity ETF position as of Q1 2020 after selling out during the quarter.
Wealth Architects sold 10,230 Schwab Emerging Markets Equity ETF shares in Q1 2020, an estimated $280K.
Wealth Architects first reported a position in Schwab Emerging Markets Equity ETF in Q3 2016 and held it in 10 quarters.
Wealth Architects's Schwab Emerging Markets Equity ETF position peaked at $280K in Q4 2019.
598 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2020.

Based on Wealth Architects's 13F filing for Q1 2020, filed 23 Apr 2020.