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

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

Hamilton Capital Columbus, Ohio $1.93B AUM

HighTower Advisors

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

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Wealth Enhancement Advisory Services

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

Heartwood Wealth Advisors Richmond, Virginia $1.15B AUM 20.99% 1-Year Est. Return