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Financial Advantage’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Financial Advantage’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
-319
Closed -$7K – 144
2020
Q2 		$7K Buy
+319
New +$7.25K 0.01% 140

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
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Financial Advantage's SCHE Position: Q3 2020 in Review

Financial Advantage sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q3 2020, closing a stake of 319 shares — an estimated $7K sold.

Financial Advantage first reported a position in SCHE in Q2 2020 and held it in 1 quarter. The position peaked at $7K in Q2 2020. 583 funds tracked by Wall St. Rank hold SCHE as of Q3 2020.

  • Financial Advantage reported no remaining Schwab Emerging Markets Equity ETF position as of Q3 2020 after selling out during the quarter.
  • Financial Advantage sold 319 Schwab Emerging Markets Equity ETF shares in Q3 2020, an estimated $7K.
  • Financial Advantage first reported a position in Schwab Emerging Markets Equity ETF in Q2 2020 and held it in 1 quarter.
  • Financial Advantage's Schwab Emerging Markets Equity ETF position peaked at $7K in Q2 2020.
  • 583 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2020.

Based on Financial Advantage's 13F filing for Q3 2020, filed 27 Oct 2020.