Beacon Pointe Wealth Advisors’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Beacon Pointe Wealth Advisors’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	$1.55M	Sell	56,838 -10,329	-15%	-$272K	0.29%	74
2019 Q3	$1.69M	Buy	67,167 +2,435	+4%	+$62K	0.36%	66
2019 Q2	$1.7M	Sell	64,732 -2,683	-4%	-$69.5K	0.36%	60
2019 Q1	$1.75M	Sell	67,415 -7,439	-10%	-$188K	0.4%	52
2018 Q4	$1.77M	Buy	+74,854	New	+$1.81M	0.64%	36

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

Beacon Pointe Wealth Advisors's SCHE Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 15% in Q4 2019, selling an estimated $272K and leaving 56,838 shares worth $1.55M. The position accounts for 0.29% of the portfolio, ranked #74.

Beacon Pointe Wealth Advisors first reported a position in SCHE in Q4 2018 and has held it in 5 quarters since. The position peaked at $1.77M in Q4 2018. 642 funds tracked by Wall St. Rank hold SCHE as of Q4 2019.

Beacon Pointe Wealth Advisors held 56,838 shares of Schwab Emerging Markets Equity ETF worth $1.55M as of Q4 2019.
Beacon Pointe Wealth Advisors sold 10,329 Schwab Emerging Markets Equity ETF shares in Q4 2019, an estimated $272K.
Schwab Emerging Markets Equity ETF made up 0.29% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #74 holding.
Beacon Pointe Wealth Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q4 2018 and has held it in 5 quarters since.
Beacon Pointe Wealth Advisors's Schwab Emerging Markets Equity ETF position peaked at $1.77M in Q4 2018.
642 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.