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3D Asset Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

3D Asset 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
Q3 		– Sell
-9,313
Closed -$227K – 81
2020
Q2 		$227K Sell
9,313
-601
-6% -$13.7K 0.06% 59
2020
Q1 		$205K Sell
9,914
-4,011
-29% -$100K 0.06% 49
2019
Q4 		$381K Sell
13,925
-63
-0.5% -$1.66K 0.09% 48
2019
Q3 		$352K Sell
13,988
-179
-1% -$4.55K 0.08% 50
2019
Q2 		$372K Sell
14,167
-850
-6% -$22K 0.09% 47
2019
Q1 		$391K Sell
15,017
-1,064
-7% -$27K 0.09% 43
2018
Q4 		$378K Buy
16,081
+239
+2% +$5.79K 0.1% 44
2018
Q3 		$407K Sell
15,842
-483
-3% -$12.5K 0.09% 45
2018
Q2 		$423K Sell
16,325
-477
-3% -$13.1K 0.1% 45
2018
Q1 		$482K Sell
16,802
-1,013
-6% -$29.7K 0.11% 39
2017
Q4 		$498K Sell
17,815
-241
-1% -$6.64K 0.12% 35
2017
Q3 		$486K Sell
18,056
-403
-2% -$10.7K 0.12% 35
2017
Q2 		$456K Sell
18,459
-226
-1% -$5.55K 0.12% 39
2017
Q1 		$448K Sell
18,685
-993
-5% -$23.1K 0.12% 40
2016
Q4 		$424K Buy
19,678
+203
+1% +$4.54K 0.11% 41
2016
Q3 		$449K Sell
19,475
-8,943
-31% -$202K 0.12% 42
2016
Q2 		$605K Sell
28,418
-6,350
-18% -$131K 0.17% 38
2016
Q1 		$722K Sell
34,768
-224
-0.6% -$4.21K 0.21% 35
2015
Q4 		$683K Sell
34,992
-626
-2% -$13.1K 0.2% 30
2015
Q3 		$720K Sell
35,618
-4,257
-11% -$93.1K 0.22% 31
2015
Q2 		$980K Sell
39,875
-2,277
-5% -$58.3K 0.29% 28
2015
Q1 		$1.03M Sell
42,152
-2,088
-5% -$50.7K 0.31% 26
2014
Q4 		$1.06M Sell
44,240
-126,122
-74% -$3.15M 0.32% 26
2014
Q3 		$4.33M Sell
170,362
-122,202
-42% -$3.28M 1.32% 21
2014
Q2 		$7.62M Buy
292,564
+5,398
+2% +$136K 2.21% 13
2014
Q1 		$6.99M Sell
287,166
-61,910
-18% -$1.44M 2.09% 14
2013
Q4 		$8.59M Buy
349,076
+13,535
+4% +$340K 2.61% 11
2013
Q3 		$8.25M Buy
335,541
+77,927
+30% +$1.87M 2.68% 11
2013
Q2 		$6.01M Buy
+257,614
New +$6.42M 2.02% 14

Other funds holding SCHE

CSIA
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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

3D Asset Management's SCHE Position: Q3 2020 in Review

3D Asset Management sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q3 2020, closing a stake of 9,313 shares — an estimated $227K sold.

3D Asset Management first reported a position in SCHE in Q2 2013 and held it in 29 quarters. The position peaked at $8.59M in Q4 2013. 583 funds tracked by Wall St. Rank hold SCHE as of Q3 2020.

  • 3D Asset Management reported no remaining Schwab Emerging Markets Equity ETF position as of Q3 2020 after selling out during the quarter.
  • 3D Asset Management sold 9,313 Schwab Emerging Markets Equity ETF shares in Q3 2020, an estimated $227K.
  • 3D Asset Management first reported a position in Schwab Emerging Markets Equity ETF in Q2 2013 and held it in 29 quarters.
  • 3D Asset Management's Schwab Emerging Markets Equity ETF position peaked at $8.59M in Q4 2013.
  • 583 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2020.

Based on 3D Asset Management's 13F filing for Q3 2020, filed 9 Nov 2020.