AdvicePeriod’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

AdvicePeriod’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 Q2	–	Sell	-153,303	Closed	-$3.17M	–	82
2020 Q1	$3.17M	Sell	153,303 -141,052	-48%	-$3.53M	0.33%	49
2019 Q4	$8.06M	Buy	294,355 +6,659	+2%	+$176K	0.7%	30
2019 Q3	$7.23M	Buy	287,696 +97,802	+52%	+$2.49M	0.67%	29
2019 Q2	$4.99M	Buy	189,894 +36,744	+24%	+$952K	0.47%	38
2019 Q1	$3.99M	Buy	153,150 +17,028	+13%	+$431K	0.38%	43
2018 Q4	$3.21M	Buy	136,122 +44,654	+49%	+$1.08M	0.36%	43
2018 Q3	$2.35M	Buy	91,468 +80,640	+745%	+$2.09M	0.26%	50
2018 Q2	$280K	Buy	10,828 +1,123	+12%	+$30.9K	0.04%	64
2018 Q1	$279K	Buy	9,705 +1,124	+13%	+$32.9K	0.05%	67
2017 Q4	$240K	Buy	+8,581	New	+$237K	0.05%	66

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

Hamilton Capital Columbus, Ohio $2.02B AUM

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

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

AdvicePeriod's SCHE Position: Q2 2020 in Review

AdvicePeriod sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q2 2020, closing a stake of 153,303 shares — an estimated $3.17M sold.

AdvicePeriod first reported a position in SCHE in Q4 2017 and held it in 10 quarters. The position peaked at $8.06M in Q4 2019. 578 funds tracked by Wall St. Rank hold SCHE as of Q2 2020.

AdvicePeriod reported no remaining Schwab Emerging Markets Equity ETF position as of Q2 2020 after selling out during the quarter.
AdvicePeriod sold 153,303 Schwab Emerging Markets Equity ETF shares in Q2 2020, an estimated $3.17M.
AdvicePeriod first reported a position in Schwab Emerging Markets Equity ETF in Q4 2017 and held it in 10 quarters.
AdvicePeriod's Schwab Emerging Markets Equity ETF position peaked at $8.06M in Q4 2019.
578 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2020.

Based on AdvicePeriod's 13F filing for Q2 2020, filed 5 Aug 2020.