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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $2.02B AUM

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 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

Capital Advisory Group Advisory Services's SCHE Position: Q2 2020 in Review

Capital Advisory Group Advisory Services sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q2 2020, closing a stake of 95 shares — an estimated $2K sold.

Capital Advisory Group Advisory Services first reported a position in SCHE in Q1 2018 and held it in 9 quarters. The position peaked at $9K in Q1 2018. 578 funds tracked by Wall St. Rank hold SCHE as of Q2 2020.

Capital Advisory Group Advisory Services reported no remaining Schwab Emerging Markets Equity ETF position as of Q2 2020 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 95 Schwab Emerging Markets Equity ETF shares in Q2 2020, an estimated $2K.
Capital Advisory Group Advisory Services first reported a position in Schwab Emerging Markets Equity ETF in Q1 2018 and held it in 9 quarters.
Capital Advisory Group Advisory Services's Schwab Emerging Markets Equity ETF position peaked at $9K in Q1 2018.
578 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2020.

Based on Capital Advisory Group Advisory Services's 13F filing for Q2 2020, filed 14 Aug 2020.