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

Burt 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
2020
Q1 		– Sell
-1
Closed – – 427
2019
Q4 		$0 Sell
1
-17,723
-100% -$467K ﹤0.01% 346
2019
Q3 		$445K Sell
17,724
-1,415
-7% -$36K 0.18% 44
2019
Q2 		$502K Buy
19,139
+157
+0.8% +$4.07K 0.22% 40
2019
Q1 		$494K Sell
18,982
-21,544
-53% -$546K 0.22% 37
2018
Q4 		$954K Buy
40,526
+18,559
+84% +$450K 0.45% 30
2018
Q3 		$565K Buy
21,967
+2,782
+15% +$72.1K 0.26% 36
2018
Q2 		$497K Buy
19,185
+5,692
+42% +$156K 0.24% 36
2018
Q1 		$387K Buy
13,493
+138
+1% +$4.04K 0.2% 44
2017
Q4 		$373K Buy
13,355
+211
+2% +$5.82K 0.23% 47
2017
Q3 		$354K Sell
13,144
-959
-7% -$25.4K 0.23% 47
2017
Q2 		$350K Buy
14,103
+1,520
+12% +$37.4K 0.24% 44
2017
Q1 		$302K Sell
12,583
-10,519
-46% -$245K 0.22% 47
2016
Q4 		$498K Buy
23,102
+10,435
+82% +$234K 0.44% 34
2016
Q3 		$292K Buy
12,667
+179
+1% +$4.04K 0.31% 46
2016
Q2 		$265K Buy
12,488
+808
+7% +$16.6K 0.29% 44
2016
Q1 		$243K Buy
11,680
+761
+7% +$14.3K 0.22% 52
2015
Q4 		$213K Sell
10,919
-6,441
-37% -$135K 0.17% 59
2015
Q3 		$351K Buy
17,360
+387
+2% +$8.47K 0.44% 32
2015
Q2 		$417K Buy
16,973
+637
+4% +$16.3K 0.45% 33
2015
Q1 		$398K Buy
16,336
+2,147
+15% +$52.1K 0.41% 27
2014
Q4 		$339K Buy
+14,189
New +$355K 0.36% 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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 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
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Burt Wealth Advisors's SCHE Position: Q1 2020 in Review

Burt Wealth Advisors sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q1 2020, closing a stake of 1 share.

Burt Wealth Advisors first reported a position in SCHE in Q4 2014 and held it in 21 quarters. The position peaked at $954K in Q4 2018. 598 funds tracked by Wall St. Rank hold SCHE as of Q1 2020.

  • Burt Wealth Advisors reported no remaining Schwab Emerging Markets Equity ETF position as of Q1 2020 after selling out during the quarter.
  • Burt Wealth Advisors sold 1 Schwab Emerging Markets Equity ETF share in Q1 2020.
  • Burt Wealth Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q4 2014 and held it in 21 quarters.
  • Burt Wealth Advisors's Schwab Emerging Markets Equity ETF position peaked at $954K in Q4 2018.
  • 598 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2020.

Based on Burt Wealth Advisors's 13F filing for Q1 2020, filed 29 Apr 2020.