Capital Advisory Group Advisory Services’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Capital Advisory Group Advisory Services’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	-95	Closed	-$2K	–	500
2020 Q1	$2K	Sell	95 -172	-64%	-$4.3K	﹤0.01%	386
2019 Q4	$8K	Buy	267 +172	+181%	+$4.53K	﹤0.01%	164
2019 Q3	$2K	Hold	95	–	–	﹤0.01%	399
2019 Q2	$2K	Hold	95	–	–	﹤0.01%	384
2019 Q1	$2K	Hold	95	–	–	﹤0.01%	384
2018 Q4	$2K	Hold	95	–	–	﹤0.01%	357
2018 Q3	$2K	Hold	95	–	–	﹤0.01%	338
2018 Q2	$2K	Sell	95 -217	-70%	-$5.96K	﹤0.01%	322
2018 Q1	$9K	Buy	+312	New	+$9.14K	0.01%	239

Other funds holding SCHE

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 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

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

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

Heartwood Wealth Advisors Richmond, Virginia $1.15B AUM 20.99% 1-Year Est. Return