Diligent Investors’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Diligent Investors’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 Q4	–	Sell	-11,141	Closed	-$280K	–	225
2019 Q3	$280K	Sell	11,141 -1,778	-14%	-$45.2K	0.14%	163
2019 Q2	$339K	Sell	12,919 -19,056	-60%	-$494K	0.17%	146
2019 Q1	$832K	Buy	31,975 +823	+3%	+$20.9K	0.47%	64
2018 Q4	$733K	Sell	31,152 -850	-3%	-$20.6K	0.48%	64
2018 Q3	$823K	Buy	32,002 +2,651	+9%	+$68.7K	0.45%	67
2018 Q2	$760K	Buy	29,351 +2,765	+10%	+$76K	0.46%	65
2018 Q1	$763K	Buy	26,586 +3,717	+16%	+$109K	0.46%	69
2017 Q4	$639K	Buy	22,869 +13,900	+155%	+$383K	0.41%	75
2017 Q3	$241K	Buy	8,969 +261	+3%	+$6.91K	0.18%	146
2017 Q2	$216K	Buy	8,708 +62	+0.7%	+$1.52K	0.15%	160
2017 Q1	$207K	Buy	+8,646	New	+$201K	0.16%	143

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

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

GSWM

Golden State Wealth Management Santa Ana, California $1.1B AUM 27.5% 1-Year Est. Return

Diligent Investors's SCHE Position: Q4 2019 in Review

Diligent Investors sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q4 2019, closing a stake of 11,141 shares — an estimated $280K sold.

Diligent Investors first reported a position in SCHE in Q1 2017 and held it in 11 quarters. The position peaked at $832K in Q1 2019. 642 funds tracked by Wall St. Rank hold SCHE as of Q4 2019.

Diligent Investors reported no remaining Schwab Emerging Markets Equity ETF position as of Q4 2019 after selling out during the quarter.
Diligent Investors sold 11,141 Schwab Emerging Markets Equity ETF shares in Q4 2019, an estimated $280K.
Diligent Investors first reported a position in Schwab Emerging Markets Equity ETF in Q1 2017 and held it in 11 quarters.
Diligent Investors's Schwab Emerging Markets Equity ETF position peaked at $832K in Q1 2019.
642 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q4 2019.

Based on Diligent Investors's 13F filing for Q4 2019, filed 13 Jan 2020.