Intelligence Driven Advisers’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Intelligence Driven Advisers’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	–	Sell	-25,047	Closed	-$610K	–	100
2020 Q2	$610K	Sell	25,047 -995	-4%	-$22.6K	0.22%	52
2020 Q1	$539K	Buy	26,042 +5,570	+27%	+$139K	0.25%	51
2019 Q4	$560K	Sell	20,472 -1,072	-5%	-$28.3K	0.25%	48
2019 Q3	$541K	Sell	21,544 -1,156	-5%	-$29.4K	0.26%	52
2019 Q2	$596K	Sell	22,700 -905	-4%	-$23.4K	0.28%	53
2019 Q1	$614K	Sell	23,605 -334	-1%	-$8.46K	0.34%	44
2018 Q4	$563K	Buy	+23,939	New	+$580K	0.36%	46

Other funds holding SCHE

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 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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Heartwood Wealth Advisors Richmond, Virginia $1.15B AUM 20.99% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $45.5B AUM 21.01% 1-Year Est. Return