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CCG Wealth Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

CCG Wealth Management’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
-39,459
Closed -$1.08M – 86
2019
Q4 		$1.08M Sell
39,459
-6,783
-15% -$179K 0.68% 33
2019
Q3 		$1.16M Sell
46,242
-6,537
-12% -$166K 0.79% 28
2019
Q2 		$1.39M Buy
52,779
+6,016
+13% +$156K 0.99% 25
2019
Q1 		$1.22M Sell
46,763
-5,570
-11% -$141K 0.98% 24
2018
Q4 		$1.23M Buy
+52,333
New +$1.27M 1.2% 20

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

CCG Wealth Management's SCHE Position: Q1 2020 in Review

CCG Wealth Management sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q1 2020, closing a stake of 39,459 shares — an estimated $1.08M sold.

CCG Wealth Management first reported a position in SCHE in Q4 2018 and held it in 5 quarters. The position peaked at $1.39M in Q2 2019. 598 funds tracked by Wall St. Rank hold SCHE as of Q1 2020.

  • CCG Wealth Management reported no remaining Schwab Emerging Markets Equity ETF position as of Q1 2020 after selling out during the quarter.
  • CCG Wealth Management sold 39,459 Schwab Emerging Markets Equity ETF shares in Q1 2020, an estimated $1.08M.
  • CCG Wealth Management first reported a position in Schwab Emerging Markets Equity ETF in Q4 2018 and held it in 5 quarters.
  • CCG Wealth Management's Schwab Emerging Markets Equity ETF position peaked at $1.39M in Q2 2019.
  • 598 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2020.

Based on CCG Wealth Management's 13F filing for Q1 2020, filed 24 Apr 2020.