IA
SCHE icon

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

Independence 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
Q3 		$10K Buy
356
+10
+3% +$267 ﹤0.01% 152
2020
Q2 		$8K Buy
346
+10
+3% +$227 ﹤0.01% 147
2020
Q1 		$7K Sell
336
-516
-61% -$12.9K ﹤0.01% 136
2019
Q4 		$23K Buy
+852
New +$22.5K 0.01% 134

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

Independence Advisors's SCHE Position: Q3 2020 in Review

Independence Advisors increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 2.9% in Q3 2020, buying an estimated $267 and bringing the position to 356 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #152.

Independence Advisors first reported a position in SCHE in Q4 2019 and has held it in 4 quarters since. The position peaked at $23K in Q4 2019. 583 funds tracked by Wall St. Rank hold SCHE as of Q3 2020.

  • Independence Advisors held 356 shares of Schwab Emerging Markets Equity ETF worth $10K as of Q3 2020.
  • Independence Advisors bought 10 Schwab Emerging Markets Equity ETF shares in Q3 2020, an estimated $267.
  • Schwab Emerging Markets Equity ETF made up ﹤0.01% of Independence Advisors's portfolio in Q3 2020, its #152 holding.
  • Independence Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q4 2019 and has held it in 4 quarters since.
  • Independence Advisors's Schwab Emerging Markets Equity ETF position peaked at $23K in Q4 2019.
  • 583 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2020.

Based on Independence Advisors's 13F filing for Q3 2020, filed 4 Nov 2020.