HIM
SCHE icon

Harbour Investment Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Harbour Investment Management’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
Q2 		– Sell
-124,221
Closed -$2.57M – 72
2020
Q1 		$2.57M Buy
124,221
+2,923
+2% +$73.1K 2.06% 14
2019
Q4 		$3.32M Buy
121,298
+8,144
+7% +$215K 2.19% 13
2019
Q3 		$2.84M Buy
113,154
+468
+0.4% +$11.9K 2.02% 15
2019
Q2 		$2.96M Buy
112,686
+10,139
+10% +$263K 2.09% 15
2019
Q1 		$2.67M Buy
102,547
+395
+0.4% +$10K 1.97% 17
2018
Q4 		$2.4M Buy
102,152
+9,846
+11% +$239K 1.97% 20
2018
Q3 		$2.37M Buy
92,306
+4,209
+5% +$109K 1.73% 23
2018
Q2 		$2.28M Buy
88,097
+83,217
+1,705% +$2.29M 1.78% 24
2018
Q1 		$258K Sell
4,880
-67,898
-93% -$1.99M 0.19% 63
2017
Q4 		$2.03M Sell
72,778
-11,538
-14% -$318K 1.43% 35
2017
Q3 		$2.27M Buy
84,316
+3,928
+5% +$104K 1.59% 27
2017
Q2 		$2M Buy
80,388
+15,261
+23% +$375K 1.46% 33
2017
Q1 		$1.56M Buy
+65,127
New +$1.52M 1.16% 45

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

Harbour Investment Management's SCHE Position: Q2 2020 in Review

Harbour Investment Management sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q2 2020, closing a stake of 124,221 shares — an estimated $2.57M sold.

Harbour Investment Management first reported a position in SCHE in Q1 2017 and held it in 13 quarters. The position peaked at $3.32M in Q4 2019. 577 funds tracked by Wall St. Rank hold SCHE as of Q2 2020.

  • Harbour Investment Management reported no remaining Schwab Emerging Markets Equity ETF position as of Q2 2020 after selling out during the quarter.
  • Harbour Investment Management sold 124,221 Schwab Emerging Markets Equity ETF shares in Q2 2020, an estimated $2.57M.
  • Harbour Investment Management first reported a position in Schwab Emerging Markets Equity ETF in Q1 2017 and held it in 13 quarters.
  • Harbour Investment Management's Schwab Emerging Markets Equity ETF position peaked at $3.32M in Q4 2019.
  • 577 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2020.

Based on Harbour Investment Management's 13F filing for Q2 2020, filed 31 Jul 2020.