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

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

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Bank of America

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

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

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