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

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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Heartwood Wealth Advisors Richmond, Virginia $1.15B AUM 20.99% 1-Year Est. Return

Wealth Enhancement Advisory Services

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