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

Darwin 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
Q2 		– Sell
-1,445
Closed -$29K – 648
2020
Q1 		$29K Buy
+1,445
New +$36.1K 0.01% 306

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MG
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HC
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SCM
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Wealth Enhancement Advisory Services
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HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

Darwin Wealth Management's SCHE Position: Q2 2020 in Review

Darwin Wealth Management sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q2 2020, closing a stake of 1,445 shares — an estimated $29K sold.

Darwin Wealth Management first reported a position in SCHE in Q1 2020 and held it in 1 quarter. The position peaked at $29K in Q1 2020. 577 funds tracked by Wall St. Rank hold SCHE as of Q2 2020.

  • Darwin Wealth Management reported no remaining Schwab Emerging Markets Equity ETF position as of Q2 2020 after selling out during the quarter.
  • Darwin Wealth Management sold 1,445 Schwab Emerging Markets Equity ETF shares in Q2 2020, an estimated $29K.
  • Darwin Wealth Management first reported a position in Schwab Emerging Markets Equity ETF in Q1 2020 and held it in 1 quarter.
  • Darwin Wealth Management's Schwab Emerging Markets Equity ETF position peaked at $29K in Q1 2020.
  • 577 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2020.

Based on Darwin Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.