Asset Planning Services (Pennsylvania)’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Asset Planning Services (Pennsylvania)’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	–	Sell	-6,790	Closed	-$171K	–	217
2019 Q3	$171K	Buy	6,790 +32	+0.5%	+$814	0.07%	78
2019 Q2	$177K	Hold	6,758	–	–	0.08%	76
2019 Q1	$176K	Sell	6,758 -206	-3%	-$5.22K	0.08%	75
2018 Q4	$164K	Buy	6,964 +156	+2%	+$3.78K	0.08%	72
2018 Q3	$172K	Hold	6,808	–	–	0.08%	70
2018 Q2	$176K	Hold	6,808	–	–	0.09%	68
2018 Q1	$195K	Sell	6,808 -1,009	-13%	-$29.6K	0.1%	67
2017 Q4	$218K	Buy	7,817 +161	+2%	+$4.44K	0.11%	64
2017 Q3	$206K	Hold	7,656	–	–	0.11%	67
2017 Q2	$190K	Hold	7,656	–	–	0.12%	71
2017 Q1	$184K	Hold	7,656	–	–	0.12%	69
2016 Q4	$165K	Buy	7,656 +2,342	+44%	+$52.4K	0.13%	66
2016 Q3	$123K	Hold	5,314	–	–	0.1%	78
2016 Q2	$113K	Hold	5,314	–	–	0.1%	90
2016 Q1	$110K	Sell	5,314 -13,095	-71%	-$246K	0.1%	95
2015 Q4	$359K	Buy	18,409 +5,282	+40%	+$111K	0.35%	42
2015 Q3	$265K	Buy	+13,127	New	+$287K	0.27%	48

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 $49.2B AUM 14.31% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Hamilton Capital Columbus, Ohio $1.93B AUM

GSWM

Golden State Wealth Management Santa Ana, California $915M AUM 19.16% 1-Year Est. Return

Asset Planning Services (Pennsylvania)'s SCHE Position: Q4 2019 in Review

Asset Planning Services (Pennsylvania) sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q4 2019, closing a stake of 6,790 shares — an estimated $171K sold.

Asset Planning Services (Pennsylvania) first reported a position in SCHE in Q3 2015 and held it in 17 quarters. The position peaked at $359K in Q4 2015. 642 funds tracked by Wall St. Rank hold SCHE as of Q4 2019.

Asset Planning Services (Pennsylvania) reported no remaining Schwab Emerging Markets Equity ETF position as of Q4 2019 after selling out during the quarter.
Asset Planning Services (Pennsylvania) sold 6,790 Schwab Emerging Markets Equity ETF shares in Q4 2019, an estimated $171K.
Asset Planning Services (Pennsylvania) first reported a position in Schwab Emerging Markets Equity ETF in Q3 2015 and held it in 17 quarters.
Asset Planning Services (Pennsylvania)'s Schwab Emerging Markets Equity ETF position peaked at $359K in Q4 2015.
642 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q4 2019.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q4 2019, filed 12 Feb 2020.