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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $2.02B AUM

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Intelligence Driven Advisers's SCHE Position: Q3 2020 in Review

Intelligence Driven Advisers sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q3 2020, closing a stake of 25,047 shares — an estimated $610K sold.

Intelligence Driven Advisers first reported a position in SCHE in Q4 2018 and held it in 7 quarters. The position peaked at $614K in Q1 2019. 584 funds tracked by Wall St. Rank hold SCHE as of Q3 2020.

Intelligence Driven Advisers reported no remaining Schwab Emerging Markets Equity ETF position as of Q3 2020 after selling out during the quarter.
Intelligence Driven Advisers sold 25,047 Schwab Emerging Markets Equity ETF shares in Q3 2020, an estimated $610K.
Intelligence Driven Advisers first reported a position in Schwab Emerging Markets Equity ETF in Q4 2018 and held it in 7 quarters.
Intelligence Driven Advisers's Schwab Emerging Markets Equity ETF position peaked at $614K in Q1 2019.
584 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2020.

Based on Intelligence Driven Advisers's 13F filing for Q3 2020, filed 9 Oct 2020.