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

Belmont Capital’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
-1,104
Closed -$23K – 63
2020
Q1 		$23K Hold
1,104
– – 0.02% 30
2019
Q4 		$30K Buy
+1,104
New +$29.1K 0.02% 25

Other funds holding SCHE

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Financial Engines Advisors
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Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SCS Capital Management
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Belmont Capital's SCHE Position: Q2 2020 in Review

Belmont Capital sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q2 2020, closing a stake of 1,104 shares — an estimated $23K sold.

Belmont Capital first reported a position in SCHE in Q4 2019 and held it in 2 quarters. The position peaked at $30K in Q4 2019. 578 funds tracked by Wall St. Rank hold SCHE as of Q2 2020.

  • Belmont Capital reported no remaining Schwab Emerging Markets Equity ETF position as of Q2 2020 after selling out during the quarter.
  • Belmont Capital sold 1,104 Schwab Emerging Markets Equity ETF shares in Q2 2020, an estimated $23K.
  • Belmont Capital first reported a position in Schwab Emerging Markets Equity ETF in Q4 2019 and held it in 2 quarters.
  • Belmont Capital's Schwab Emerging Markets Equity ETF position peaked at $30K in Q4 2019.
  • 578 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2020.

Based on Belmont Capital's 13F filing for Q2 2020, filed 21 Jul 2020.