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Bouchey Financial Group’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Bouchey Financial Group’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
-422,736
Closed -$8.75M – 72
2020
Q1 		$8.75M Buy
422,736
+4,153
+1% +$104K 2.32% 15
2019
Q4 		$11.5M Sell
418,583
-22,530
-5% -$594K 2.62% 12
2019
Q3 		$11.1M Buy
441,113
+13,194
+3% +$336K 2.65% 12
2019
Q2 		$11.2M Buy
427,919
+117,064
+38% +$3.03M 2.74% 11
2019
Q1 		$8.09M Buy
310,855
+3,387
+1% +$85.8K 2.02% 15
2018
Q4 		$7.24M Sell
307,468
-119,700
-28% -$2.9M 2.06% 14
2018
Q3 		$11M Sell
427,168
-29,043
-6% -$752K 2.7% 14
2018
Q2 		$11.8M Buy
456,211
+27,143
+6% +$746K 3.2% 12
2018
Q1 		$12.3M Sell
429,068
-54,140
-11% -$1.59M 3.53% 8
2017
Q4 		$13.5M Buy
483,208
+29,436
+6% +$812K 3.91% 8
2017
Q3 		$12.2M Buy
453,772
+24,940
+6% +$660K 3.82% 9
2017
Q2 		$10.7M Buy
428,832
+32,425
+8% +$797K 3.42% 10
2017
Q1 		$9.5M Sell
396,407
-10,095
-2% -$235K 3.3% 11
2016
Q4 		$8.76M Buy
406,502
+3,942
+1% +$88.2K 3.64% 9
2016
Q3 		$9.28M Sell
402,560
-42,250
-9% -$954K 3.63% 8
2016
Q2 		$9.47M Sell
444,810
-25,910
-6% -$533K 3.82% 9
2016
Q1 		$9.78M Sell
470,720
-13,780
-3% -$259K 4.14% 9
2015
Q4 		$9.45M Sell
484,500
-108,793
-18% -$2.28M 4.09% 11
2015
Q3 		$12M Buy
593,293
+54,090
+10% +$1.18M 5.77% 5
2015
Q2 		$13.3M Buy
539,203
+41,029
+8% +$1.05M 5.65% 6
2015
Q1 		$12.1M Buy
498,174
+8,705
+2% +$211K 5.46% 6
2014
Q4 		$11.7M Buy
489,469
+283,978
+138% +$7.1M 5.5% 5
2014
Q3 		$5.22M Buy
205,491
+21,686
+12% +$583K 2.64% 11
2014
Q2 		$4.78M Buy
+183,805
New +$4.64M 2.56% 14

Other funds holding SCHE

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
HighTower Advisors
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
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

Bouchey Financial Group's SCHE Position: Q2 2020 in Review

Bouchey Financial Group sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q2 2020, closing a stake of 422,736 shares — an estimated $8.75M sold.

Bouchey Financial Group first reported a position in SCHE in Q2 2014 and held it in 24 quarters. The position peaked at $13.5M in Q4 2017. 577 funds tracked by Wall St. Rank hold SCHE as of Q2 2020.

  • Bouchey Financial Group reported no remaining Schwab Emerging Markets Equity ETF position as of Q2 2020 after selling out during the quarter.
  • Bouchey Financial Group sold 422,736 Schwab Emerging Markets Equity ETF shares in Q2 2020, an estimated $8.75M.
  • Bouchey Financial Group first reported a position in Schwab Emerging Markets Equity ETF in Q2 2014 and held it in 24 quarters.
  • Bouchey Financial Group's Schwab Emerging Markets Equity ETF position peaked at $13.5M in Q4 2017.
  • 577 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2020.

Based on Bouchey Financial Group's 13F filing for Q2 2020, filed 28 Jul 2020.