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JBJ Investment Partners’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

JBJ Investment Partners’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
-514,232
Closed -$12.5M – 54
2020
Q2 		$12.5M Buy
514,232
+13,141
+3% +$299K 3.59% 10
2020
Q1 		$10.4M Buy
501,091
+135,014
+37% +$3.38M 3.72% 9
2019
Q4 		$10M Sell
366,077
-5,133
-1% -$135K 3.07% 9
2019
Q3 		$9.33M Buy
+371,210
New +$9.45M 3.14% 10

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

JBJ Investment Partners's SCHE Position: Q3 2020 in Review

JBJ Investment Partners sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q3 2020, closing a stake of 514,232 shares — an estimated $12.5M sold.

JBJ Investment Partners first reported a position in SCHE in Q3 2019 and held it in 4 quarters. The position peaked at $12.5M in Q2 2020. 583 funds tracked by Wall St. Rank hold SCHE as of Q3 2020.

  • JBJ Investment Partners reported no remaining Schwab Emerging Markets Equity ETF position as of Q3 2020 after selling out during the quarter.
  • JBJ Investment Partners sold 514,232 Schwab Emerging Markets Equity ETF shares in Q3 2020, an estimated $12.5M.
  • JBJ Investment Partners first reported a position in Schwab Emerging Markets Equity ETF in Q3 2019 and held it in 4 quarters.
  • JBJ Investment Partners's Schwab Emerging Markets Equity ETF position peaked at $12.5M in Q2 2020.
  • 583 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2020.

Based on JBJ Investment Partners's 13F filing for Q3 2020, filed 23 Oct 2020.