Institute for Wealth Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Institute for Wealth 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 Q1	–	Sell	-1,235	Closed	-$34K	–	625
2019 Q4	$34K	Buy	+1,235	New	+$32.5K	0.01%	536
2018 Q1	–	Sell	-16,487	Closed	-$460K	–	375
2017 Q4	$460K	Buy	+16,487	New	+$455K	0.11%	239
2014 Q1	–	Sell	-1	Closed	–	–	79
2013 Q4	$0	Buy	+1	New	+$25	﹤0.01%	80

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 $10B AUM 15.14% 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 $94.2B AUM 21.24% 1-Year Est. Return

UCFA

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

Institute for Wealth Management's SCHE Position: Q1 2020 in Review

Institute for Wealth Management sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q1 2020, closing a stake of 1,235 shares — an estimated $34K sold.

Institute for Wealth Management first reported a position in SCHE in Q4 2013 and held it in 3 quarters. The position peaked at $460K in Q4 2017. 598 funds tracked by Wall St. Rank hold SCHE as of Q1 2020.

Institute for Wealth Management reported no remaining Schwab Emerging Markets Equity ETF position as of Q1 2020 after selling out during the quarter.
Institute for Wealth Management sold 1,235 Schwab Emerging Markets Equity ETF shares in Q1 2020, an estimated $34K.
Institute for Wealth Management first reported a position in Schwab Emerging Markets Equity ETF in Q4 2013 and held it in 3 quarters.
Institute for Wealth Management's Schwab Emerging Markets Equity ETF position peaked at $460K in Q4 2017.
598 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2020.

Based on Institute for Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.