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

Doyle 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
2019
Q3 		– Sell
-300
Closed -$8K – 647
2019
Q2 		$8K Buy
+300
New +$7.77K ﹤0.01% 675

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MG
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Charles Schwab
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Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM

Doyle Wealth Management's SCHE Position: Q3 2019 in Review

Doyle Wealth Management sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q3 2019, closing a stake of 300 shares — an estimated $8K sold.

Doyle Wealth Management first reported a position in SCHE in Q2 2019 and held it in 1 quarter. The position peaked at $8K in Q2 2019. 555 funds tracked by Wall St. Rank hold SCHE as of Q3 2019.

  • Doyle Wealth Management reported no remaining Schwab Emerging Markets Equity ETF position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 300 Schwab Emerging Markets Equity ETF shares in Q3 2019, an estimated $8K.
  • Doyle Wealth Management first reported a position in Schwab Emerging Markets Equity ETF in Q2 2019 and held it in 1 quarter.
  • Doyle Wealth Management's Schwab Emerging Markets Equity ETF position peaked at $8K in Q2 2019.
  • 555 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.