First Allied Advisory Services’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

First Allied Advisory Services’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	$872K	Sell	32,591 -2,988	-8%	-$79.8K	0.03%	514
2020 Q2	$866K	Sell	35,579 -2,167	-6%	-$49.2K	0.03%	482
2020 Q1	$781K	Buy	+37,746	New	+$944K	0.03%	462
2019 Q4	–	Sell	-5,226	Closed	-$132K	–	1543
2019 Q3	$132K	Buy	+5,226	New	+$133K	﹤0.01%	1177
2018 Q1	–	Sell	-4,047	Closed	-$113K	–	1444
2017 Q4	$113K	Buy	+4,047	New	+$112K	﹤0.01%	1183
2017 Q3	–	Sell	-12,181	Closed	-$298K	–	1180
2017 Q2	$298K	Buy	+12,181	New	+$299K	0.01%	829
2017 Q1	–	Sell	-9,520	Closed	-$205K	–	1157
2016 Q4	$205K	Buy	+9,520	New	+$213K	0.01%	985

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

First Allied Advisory Services's SCHE Position: Q3 2020 in Review

First Allied Advisory Services reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 8.4% in Q3 2020, selling an estimated $79.8K and leaving 32,591 shares worth $872K. The position accounts for 0.03% of the portfolio, ranked #514.

First Allied Advisory Services first reported a position in SCHE in Q4 2016 and has held it in 7 quarters since. 583 funds tracked by Wall St. Rank hold SCHE as of Q3 2020.

First Allied Advisory Services held 32,591 shares of Schwab Emerging Markets Equity ETF worth $872K as of Q3 2020.
First Allied Advisory Services sold 2,988 Schwab Emerging Markets Equity ETF shares in Q3 2020, an estimated $79.8K.
Schwab Emerging Markets Equity ETF made up 0.03% of First Allied Advisory Services's portfolio in Q3 2020, its #514 holding.
First Allied Advisory Services first reported a position in Schwab Emerging Markets Equity ETF in Q4 2016 and has held it in 7 quarters since.
583 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2020.

Based on First Allied Advisory Services's 13F filing for Q3 2020, filed 13 Nov 2020.