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

Edge 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 Q3	–	Sell	-20	Closed	-$1K	–	602
2020 Q2	$1K	Hold	20	–	–	﹤0.01%	643
2020 Q1	$1K	Sell	20 -169	-89%	-$4.23K	﹤0.01%	593
2019 Q4	$5K	Hold	189	–	–	﹤0.01%	491
2019 Q3	$4K	Hold	189	–	–	﹤0.01%	497
2019 Q2	$5K	Sell	189 -10	-5%	-$259	﹤0.01%	485
2019 Q1	$5K	Buy	199 +15	+8%	+$380	﹤0.01%	471
2018 Q4	$4K	Hold	184	–	–	﹤0.01%	493
2018 Q3	$5K	Sell	184 -17	-8%	-$440	﹤0.01%	505
2018 Q2	$5K	Buy	201 +19	+10%	+$522	﹤0.01%	491
2018 Q1	$5K	Buy	+182	New	+$5.33K	﹤0.01%	456
2013 Q4	–	Sell	-3,000	Closed	-$74K	–	362
2013 Q3	$74K	Buy	+3,000	New	+$71.8K	0.05%	116

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

Hamilton Capital Columbus, Ohio $2.02B AUM

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

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

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

Edge Wealth Management's SCHE Position: Q3 2020 in Review

Edge Wealth Management sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q3 2020, closing a stake of 20 shares — an estimated $1K sold.

Edge Wealth Management first reported a position in SCHE in Q3 2013 and held it in 11 quarters. The position peaked at $74K in Q3 2013. 584 funds tracked by Wall St. Rank hold SCHE as of Q3 2020.

Edge Wealth Management reported no remaining Schwab Emerging Markets Equity ETF position as of Q3 2020 after selling out during the quarter.
Edge Wealth Management sold 20 Schwab Emerging Markets Equity ETF shares in Q3 2020, an estimated $1K.
Edge Wealth Management first reported a position in Schwab Emerging Markets Equity ETF in Q3 2013 and held it in 11 quarters.
Edge Wealth Management's Schwab Emerging Markets Equity ETF position peaked at $74K in Q3 2013.
584 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2020.

Based on Edge Wealth Management's 13F filing for Q3 2020, filed 21 Oct 2020.