HWA
SCHE icon

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

HCR Wealth 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
Q2 		– Sell
-102
Closed -$2K – 259
2020
Q1 		$2K Hold
102
– – ﹤0.01% 234
2019
Q4 		$3K Buy
+102
New +$2.69K ﹤0.01% 226

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

HCR Wealth Advisors's SCHE Position: Q2 2020 in Review

HCR Wealth Advisors sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q2 2020, closing a stake of 102 shares — an estimated $2K sold.

HCR Wealth Advisors first reported a position in SCHE in Q4 2019 and held it in 2 quarters. The position peaked at $3K in Q4 2019. 577 funds tracked by Wall St. Rank hold SCHE as of Q2 2020.

  • HCR Wealth Advisors reported no remaining Schwab Emerging Markets Equity ETF position as of Q2 2020 after selling out during the quarter.
  • HCR Wealth Advisors sold 102 Schwab Emerging Markets Equity ETF shares in Q2 2020, an estimated $2K.
  • HCR Wealth Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q4 2019 and held it in 2 quarters.
  • HCR Wealth Advisors's Schwab Emerging Markets Equity ETF position peaked at $3K in Q4 2019.
  • 577 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2020.

Based on HCR Wealth Advisors's 13F filing for Q2 2020, filed 30 Jul 2020.