Black Diamond Financial’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Black Diamond Financial’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	-12,145	Closed	-$251K	–	74
2020 Q1	$251K	Buy	12,145 +200	+2%	+$5K	0.19%	59
2019 Q4	$327K	Sell	11,945 -8,850	-43%	-$233K	0.24%	48
2019 Q3	$523K	Buy	20,795 +8,850	+74%	+$225K	0.39%	41
2019 Q2	$313K	Sell	11,945 -420	-3%	-$10.9K	0.27%	47
2019 Q1	$322K	Sell	12,365 -8,715	-41%	-$221K	0.29%	45
2018 Q4	$497K	Buy	+21,080	New	+$511K	0.39%	40

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

Hamilton Capital Columbus, Ohio $1.93B AUM

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

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

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

HWA

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

Black Diamond Financial's SCHE Position: Q2 2020 in Review

Black Diamond Financial sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q2 2020, closing a stake of 12,145 shares — an estimated $251K sold.

Black Diamond Financial first reported a position in SCHE in Q4 2018 and held it in 6 quarters. The position peaked at $523K in Q3 2019. 577 funds tracked by Wall St. Rank hold SCHE as of Q2 2020.

Black Diamond Financial reported no remaining Schwab Emerging Markets Equity ETF position as of Q2 2020 after selling out during the quarter.
Black Diamond Financial sold 12,145 Schwab Emerging Markets Equity ETF shares in Q2 2020, an estimated $251K.
Black Diamond Financial first reported a position in Schwab Emerging Markets Equity ETF in Q4 2018 and held it in 6 quarters.
Black Diamond Financial's Schwab Emerging Markets Equity ETF position peaked at $523K in Q3 2019.
577 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2020.

Based on Black Diamond Financial's 13F filing for Q2 2020, filed 29 Jul 2020.