FinTrust Capital Advisors’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

FinTrust Capital Advisors’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	-1,623	Closed	-$40K	–	1195
2020 Q2	$40K	Hold	1,623	–	–	0.02%	531
2020 Q1	$34K	Sell	1,623 -508	-24%	-$12.7K	0.02%	513
2019 Q4	$58K	Buy	2,131 +508	+31%	+$13.4K	0.02%	413
2019 Q3	$41K	Hold	1,623	–	–	0.01%	489
2019 Q2	$43K	Hold	1,623	–	–	0.02%	440
2019 Q1	$42K	Hold	1,623	–	–	0.02%	424
2018 Q4	$38K	Buy	+1,623	New	+$39.3K	0.02%	437

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 $49.2B AUM 14.31% 1-Year Est. Return

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 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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FinTrust Capital Advisors's SCHE Position: Q3 2020 in Review

FinTrust Capital Advisors sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q3 2020, closing a stake of 1,623 shares — an estimated $40K sold.

FinTrust Capital Advisors first reported a position in SCHE in Q4 2018 and held it in 7 quarters. The position peaked at $58K in Q4 2019. 583 funds tracked by Wall St. Rank hold SCHE as of Q3 2020.

FinTrust Capital Advisors reported no remaining Schwab Emerging Markets Equity ETF position as of Q3 2020 after selling out during the quarter.
FinTrust Capital Advisors sold 1,623 Schwab Emerging Markets Equity ETF shares in Q3 2020, an estimated $40K.
FinTrust Capital Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q4 2018 and held it in 7 quarters.
FinTrust Capital Advisors's Schwab Emerging Markets Equity ETF position peaked at $58K in Q4 2019.
583 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2020.

Based on FinTrust Capital Advisors's 13F filing for Q3 2020, filed 10 Nov 2020.