Integrated Investment Consultants’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Integrated Investment Consultants’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	-19,800	Closed	-$410K	–	174
2020 Q1	$410K	Sell	19,800 -7,300	-27%	-$183K	0.24%	74
2019 Q4	$742K	Hold	27,100	–	–	0.31%	60
2019 Q3	$681K	Hold	27,100	–	–	0.35%	58
2019 Q2	$711K	Hold	27,100	–	–	0.36%	55
2019 Q1	$705K	Hold	27,100	–	–	0.38%	55
2018 Q4	$638K	Buy	+27,100	New	+$657K	0.34%	52

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

Hamilton Capital Columbus, Ohio $1.93B AUM

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 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

Integrated Investment Consultants's SCHE Position: Q2 2020 in Review

Integrated Investment Consultants sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q2 2020, closing a stake of 19,800 shares — an estimated $410K sold.

Integrated Investment Consultants first reported a position in SCHE in Q4 2018 and held it in 6 quarters. The position peaked at $742K in Q4 2019. 577 funds tracked by Wall St. Rank hold SCHE as of Q2 2020.

Integrated Investment Consultants reported no remaining Schwab Emerging Markets Equity ETF position as of Q2 2020 after selling out during the quarter.
Integrated Investment Consultants sold 19,800 Schwab Emerging Markets Equity ETF shares in Q2 2020, an estimated $410K.
Integrated Investment Consultants first reported a position in Schwab Emerging Markets Equity ETF in Q4 2018 and held it in 6 quarters.
Integrated Investment Consultants's Schwab Emerging Markets Equity ETF position peaked at $742K in Q4 2019.
577 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2020.

Based on Integrated Investment Consultants's 13F filing for Q2 2020, filed 4 Aug 2020.