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Advisor Group’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Advisor Group’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
2019
Q4 		$956K Buy
34,970
+4,866
+16% +$128K 0.01% 1220
2019
Q3 		$758K Sell
30,104
-586
-2% -$14.9K 0.01% 1321
2019
Q2 		$806K Buy
30,690
+2,230
+8% +$57.8K 0.01% 1275
2019
Q1 		$741K Buy
28,460
+1,399
+5% +$35.5K 0.01% 1321
2018
Q4 		$636K Sell
27,061
-4,150
-13% -$101K 0.01% 1241
2018
Q3 		$802K Sell
31,211
-3,789
-11% -$98.2K 0.01% 1130
2018
Q2 		$906K Buy
35,000
+838
+2% +$23K 0.01% 916
2018
Q1 		$981K Buy
34,162
+3,510
+11% +$103K 0.01% 882
2017
Q4 		$856K Buy
30,652
+4,814
+19% +$133K 0.01% 989
2017
Q3 		$696K Buy
25,838
+7,219
+39% +$191K 0.01% 1009
2017
Q2 		$464K Buy
18,619
+8,923
+92% +$219K 0.01% 1193
2017
Q1 		$233K Sell
9,696
-15,048
-61% -$350K ﹤0.01% 1541
2016
Q4 		$533K Buy
24,744
+22,411
+961% +$502K 0.01% 980
2016
Q3 		$54K Sell
2,333
-556
-19% -$12.6K ﹤0.01% 2483
2016
Q2 		$58K Buy
+2,889
New +$59.4K ﹤0.01% 2318

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
GSWM
Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return

Advisor Group's SCHE Position: Q4 2019 in Review

Advisor Group increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 16% in Q4 2019, buying an estimated $128K and bringing the position to 34,970 shares worth $956K. The position accounts for 0.01% of the portfolio, ranked #1220.

Advisor Group first reported a position in SCHE in Q2 2016 and has held it in 15 quarters since. The position peaked at $981K in Q1 2018. 642 funds tracked by Wall St. Rank hold SCHE as of Q4 2019.

  • Advisor Group held 34,970 shares of Schwab Emerging Markets Equity ETF worth $956K as of Q4 2019.
  • Advisor Group bought 4,866 Schwab Emerging Markets Equity ETF shares in Q4 2019, an estimated $128K.
  • Schwab Emerging Markets Equity ETF made up 0.01% of Advisor Group's portfolio in Q4 2019, its #1220 holding.
  • Advisor Group first reported a position in Schwab Emerging Markets Equity ETF in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Schwab Emerging Markets Equity ETF position peaked at $981K in Q1 2018.
  • 642 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.