Capital Wealth Planning’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Capital Wealth Planning’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	-23,436	Closed	-$485K	–	182
2020 Q1	$485K	Sell	23,436 -1,749	-7%	-$43.7K	0.03%	127
2019 Q4	$689K	Buy	25,185 +866	+4%	+$22.8K	0.04%	104
2019 Q3	$633K	Sell	24,319 -665	-3%	-$16.9K	0.04%	122
2019 Q2	$656K	Buy	+24,984	New	+$647K	0.05%	110
2017 Q3	–	Sell	-20,453	Closed	-$508K	–	186
2017 Q2	$508K	Buy	+20,453	New	+$503K	0.08%	64

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

Capital Wealth Planning's SCHE Position: Q2 2020 in Review

Capital Wealth Planning sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q2 2020, closing a stake of 23,436 shares — an estimated $485K sold.

Capital Wealth Planning first reported a position in SCHE in Q2 2017 and held it in 5 quarters. The position peaked at $689K in Q4 2019. 577 funds tracked by Wall St. Rank hold SCHE as of Q2 2020.

Capital Wealth Planning reported no remaining Schwab Emerging Markets Equity ETF position as of Q2 2020 after selling out during the quarter.
Capital Wealth Planning sold 23,436 Schwab Emerging Markets Equity ETF shares in Q2 2020, an estimated $485K.
Capital Wealth Planning first reported a position in Schwab Emerging Markets Equity ETF in Q2 2017 and held it in 5 quarters.
Capital Wealth Planning's Schwab Emerging Markets Equity ETF position peaked at $689K in Q4 2019.
577 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2020.

Based on Capital Wealth Planning's 13F filing for Q2 2020, filed 14 Aug 2020.