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

Fortis 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
2022
Q2 		– Sell
-24,865
Closed -$690K – 314
2022
Q1 		$690K Buy
24,865
+10
+0% +$289 0.38% 40
2021
Q4 		$736K Buy
24,855
+524
+2% +$16K 0.43% 38
2021
Q3 		$742K Sell
24,331
-7,156
-23% -$224K 0.45% 38
2021
Q2 		$1.03M Sell
31,487
-8,712
-22% -$283K 0.6% 37
2021
Q1 		$1M Buy
40,199
+18,998
+90% +$619K 0.71% 31
2020
Q4 		$650K Buy
21,201
+18,902
+822% +$548K 0.57% 29
2020
Q3 		$62K Buy
2,299
+413
+22% +$11K 0.06% 94
2020
Q2 		$46K Sell
1,886
-52,969
-97% -$1.2M 0.05% 123
2020
Q1 		$1.14M Buy
54,855
+195
+0.4% +$4.88K 0.76% 22
2019
Q4 		$1.5M Sell
54,660
-1,015
-2% -$26.8K 0.9% 22
2019
Q3 		$1.4M Buy
55,675
+350
+0.6% +$8.9K 0.66% 22
2019
Q2 		$1.45M Buy
55,325
+775
+1% +$20.1K 0.7% 21
2019
Q1 		$1.42M Sell
54,550
-1
-0% -$25 0.74% 20
2018
Q4 		$1.28M Sell
54,551
-6,967
-11% -$169K 0.78% 20
2018
Q3 		$1.58M Sell
61,518
-347
-0.6% -$8.99K 0.89% 21
2018
Q2 		$1.6M Sell
61,865
-198
-0.3% -$5.44K 0.92% 20
2018
Q1 		$1.78M Sell
62,063
-2,272
-4% -$66.6K 0.98% 18
2017
Q4 		$1.8M Buy
64,335
+996
+2% +$27.5K 1.1% 11
2017
Q3 		$1.7M Buy
63,339
+91
+0.1% +$2.41K 1.18% 12
2017
Q2 		$1.57M Buy
63,248
+10,852
+21% +$267K 1.22% 10
2017
Q1 		$1.26M Buy
52,396
+5,226
+11% +$122K 1.14% 13
2016
Q4 		$1.02M Buy
+47,170
New +$1.06M 1.09% 8

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 $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
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $2.02B AUM

Fortis Advisors's SCHE Position: Q2 2022 in Review

Fortis Advisors sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q2 2022, closing a stake of 24,865 shares — an estimated $690K sold.

Fortis Advisors first reported a position in SCHE in Q4 2016 and held it in 22 quarters. The position peaked at $1.8M in Q4 2017. 719 funds tracked by Wall St. Rank hold SCHE as of Q2 2022.

  • Fortis Advisors reported no remaining Schwab Emerging Markets Equity ETF position as of Q2 2022 after selling out during the quarter.
  • Fortis Advisors sold 24,865 Schwab Emerging Markets Equity ETF shares in Q2 2022, an estimated $690K.
  • Fortis Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q4 2016 and held it in 22 quarters.
  • Fortis Advisors's Schwab Emerging Markets Equity ETF position peaked at $1.8M in Q4 2017.
  • 719 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2022.

Based on Fortis Advisors's 13F filing for Q2 2022, filed 15 Aug 2022.