BHK Investment Advisors’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

BHK Investment 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	–	Sell	-26,881	Closed	-$676K	–	73
2019 Q3	$676K	Sell	26,881 -137	-0.5%	-$3.49K	0.39%	41
2019 Q2	$709K	Buy	27,018 +12,479	+86%	+$323K	0.4%	40
2019 Q1	$378K	Buy	+14,539	New	+$368K	0.23%	60
2018 Q4	–	Sell	-11,562	Closed	-$297K	–	76
2018 Q3	$297K	Buy	+11,562	New	+$300K	0.2%	57

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 $11.5B AUM 18.82% 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 $1.1B AUM 27.49% 1-Year Est. Return

BHK Investment Advisors's SCHE Position: Q4 2019 in Review

BHK Investment Advisors sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q4 2019, closing a stake of 26,881 shares — an estimated $676K sold.

BHK Investment Advisors first reported a position in SCHE in Q3 2018 and held it in 4 quarters. The position peaked at $709K in Q2 2019. 642 funds tracked by Wall St. Rank hold SCHE as of Q4 2019.

BHK Investment Advisors reported no remaining Schwab Emerging Markets Equity ETF position as of Q4 2019 after selling out during the quarter.
BHK Investment Advisors sold 26,881 Schwab Emerging Markets Equity ETF shares in Q4 2019, an estimated $676K.
BHK Investment Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q3 2018 and held it in 4 quarters.
BHK Investment Advisors's Schwab Emerging Markets Equity ETF position peaked at $709K in Q2 2019.
642 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q4 2019.

Based on BHK Investment Advisors's 13F filing for Q4 2019, filed 11 Feb 2020.