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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
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
GSWM
Golden State Wealth Management Santa Ana, California $915M AUM 19.16% 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.