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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

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Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SCS Capital Management
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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. 584 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.
  • 584 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.