Delphi Private Advisors’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Delphi Private Advisors’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
2019 Q2	$121K	Hold	4,600	–	–	0.62%	8
2019 Q1	$120K	Hold	4,600	–	–	0.64%	7
2018 Q4	$108K	Sell	4,600 -3,892	-46%	-$94.3K	0.6%	10
2018 Q3	$218K	Buy	8,492 +76	+0.9%	+$1.97K	0.74%	12
2018 Q2	$218K	Sell	8,416 -430	-5%	-$11.8K	0.73%	12
2018 Q1	$254K	Sell	8,846 -1,731	-16%	-$50.7K	1.01%	9
2017 Q4	$296K	Hold	10,577	–	–	0.73%	15
2017 Q3	$285K	Hold	10,577	–	–	0.83%	10
2017 Q2	$263K	Buy	10,577 +24	+0.2%	+$590	0.53%	10
2017 Q1	$253K	Sell	10,553 -1,675	-14%	-$39K	0.46%	10
2016 Q4	$264K	Buy	12,228 +4,075	+50%	+$91.2K	0.46%	12
2016 Q3	$188K	Sell	8,153 -29,460	-78%	-$665K	0.33%	12
2016 Q2	$801K	Buy	37,613 +20,985	+126%	+$431K	1.47%	5
2016 Q1	$345K	Sell	16,628 -89,462	-84%	-$1.68M	0.62%	9
2015 Q4	$2.07M	Buy	+106,090	New	+$2.22M	3.55%	5

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

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

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $2.02B AUM

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Delphi Private Advisors's SCHE Position: Q2 2019 in Review

Delphi Private Advisors held its Schwab Emerging Markets Equity ETF (SCHE) position steady in Q2 2019 at 4,600 shares worth $121K. The position accounts for 0.62% of the portfolio, ranked #8.

Delphi Private Advisors first reported a position in SCHE in Q4 2015 and has held it in 15 quarters since. The position peaked at $2.07M in Q4 2015. 550 funds tracked by Wall St. Rank hold SCHE as of Q2 2019.

Delphi Private Advisors held 4,600 shares of Schwab Emerging Markets Equity ETF worth $121K as of Q2 2019.
Delphi Private Advisors left its Schwab Emerging Markets Equity ETF share count unchanged in Q2 2019.
Schwab Emerging Markets Equity ETF made up 0.62% of Delphi Private Advisors's portfolio in Q2 2019, its #8 holding.
Delphi Private Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q4 2015 and has held it in 15 quarters since.
Delphi Private Advisors's Schwab Emerging Markets Equity ETF position peaked at $2.07M in Q4 2015.
550 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2019.

Based on Delphi Private Advisors's 13F filing for Q2 2019, filed 17 Jul 2019.