AlphaStar Capital Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

AlphaStar Capital 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	-36,707	Closed	-$968K	–	206
2020 Q2	$968K	Sell	36,707 -8,529	-19%	-$194K	0.21%	89
2020 Q1	$951K	Buy	45,236 +20,469	+83%	+$512K	0.22%	84
2019 Q4	$678K	Buy	24,767 +1,369	+6%	+$36.1K	0.15%	106
2019 Q3	$588K	Sell	23,398 -28,895	-55%	-$735K	0.14%	109
2019 Q2	$1.37M	Sell	52,293 -14,494	-22%	-$375K	0.35%	55
2019 Q1	$1.41M	Buy	66,787 +38,590	+137%	+$978K	0.4%	57
2018 Q4	$663K	Sell	28,197 -2,465	-8%	-$59.7K	0.21%	90
2018 Q3	$788K	Sell	30,662 -5,986	-16%	-$155K	0.23%	88
2018 Q2	$949K	Buy	36,648 +10,342	+39%	+$284K	0.3%	79
2018 Q1	$755K	Sell	26,306 -5,280	-17%	-$155K	0.29%	82
2017 Q4	$1.04M	Buy	31,586 +6,301	+25%	+$174K	0.27%	76
2017 Q3	$658K	Buy	25,285 +24,909	+6,625%	+$659K	0.65%	33
2017 Q2	$9K	Buy	+376	New	+$9.24K	1.09%	20

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

HWA

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

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

AlphaStar Capital Management's SCHE Position: Q3 2020 in Review

AlphaStar Capital Management sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q3 2020, closing a stake of 36,707 shares — an estimated $968K sold.

AlphaStar Capital Management first reported a position in SCHE in Q2 2017 and held it in 13 quarters. The position peaked at $1.41M in Q1 2019. 584 funds tracked by Wall St. Rank hold SCHE as of Q3 2020.

AlphaStar Capital Management reported no remaining Schwab Emerging Markets Equity ETF position as of Q3 2020 after selling out during the quarter.
AlphaStar Capital Management sold 36,707 Schwab Emerging Markets Equity ETF shares in Q3 2020, an estimated $968K.
AlphaStar Capital Management first reported a position in Schwab Emerging Markets Equity ETF in Q2 2017 and held it in 13 quarters.
AlphaStar Capital Management's Schwab Emerging Markets Equity ETF position peaked at $1.41M in Q1 2019.
584 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2020.

Based on AlphaStar Capital Management's 13F filing for Q3 2020, filed 28 Oct 2020.