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

Huber Financial 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 Q1	$1.48M	Buy	71,545 +16,649	+30%	+$416K	0.55%	23
2019 Q4	$1.5M	Buy	54,896 +8,675	+19%	+$229K	0.52%	27
2019 Q3	$1.16M	Buy	46,221 +22,752	+97%	+$579K	0.45%	31
2019 Q2	$616K	Sell	23,469 -343	-1%	-$8.88K	0.27%	49
2019 Q1	$619K	Sell	23,812 -2,849	-11%	-$72.2K	0.3%	49
2018 Q4	$627K	Buy	26,661 +17,465	+190%	+$423K	0.34%	41
2018 Q3	$236K	Buy	9,196 +1,382	+18%	+$35.8K	0.18%	91
2018 Q2	$202K	Buy	+7,814	New	+$215K	0.18%	93

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 $11.5B AUM 18.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Huber Financial Advisors's SCHE Position: Q1 2020 in Review

Huber Financial Advisors increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 30% in Q1 2020, buying an estimated $416K and bringing the position to 71,545 shares worth $1.48M. The position accounts for 0.55% of the portfolio, ranked #23.

Huber Financial Advisors first reported a position in SCHE in Q2 2018 and has held it in 8 quarters since. The position peaked at $1.5M in Q4 2019. 598 funds tracked by Wall St. Rank hold SCHE as of Q1 2020.

Huber Financial Advisors held 71,545 shares of Schwab Emerging Markets Equity ETF worth $1.48M as of Q1 2020.
Huber Financial Advisors bought 16,649 Schwab Emerging Markets Equity ETF shares in Q1 2020, an estimated $416K.
Schwab Emerging Markets Equity ETF made up 0.55% of Huber Financial Advisors's portfolio in Q1 2020, its #23 holding.
Huber Financial Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q2 2018 and has held it in 8 quarters since.
Huber Financial Advisors's Schwab Emerging Markets Equity ETF position peaked at $1.5M in Q4 2019.
598 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2020.

Based on Huber Financial Advisors's 13F filing for Q1 2020, filed 17 Apr 2020.