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

Lenox 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
Q2 		$45K Sell
1,868
-42
-2% -$954 0.01% 265
2020
Q1 		$39K Sell
1,910
-39
-2% -$975 0.01% 265
2019
Q4 		$53K Buy
1,949
+994
+104% +$26.2K 0.01% 264
2019
Q3 		$23K Buy
955
+343
+56% +$8.73K 0.01% 341
2019
Q2 		$16K Buy
612
+555
+974% +$14.4K ﹤0.01% 376
2019
Q1 		$1K Buy
+57
New +$1.44K ﹤0.01% 661

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
Wealth Enhancement Advisory Services
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

Lenox Wealth Management's SCHE Position: Q2 2020 in Review

Lenox Wealth Management reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 2.2% in Q2 2020, selling an estimated $954 and leaving 1,868 shares worth $45K. The position accounts for 0.01% of the portfolio, ranked #265.

Lenox Wealth Management first reported a position in SCHE in Q1 2019 and has held it in 6 quarters since. The position peaked at $53K in Q4 2019. 577 funds tracked by Wall St. Rank hold SCHE as of Q2 2020.

  • Lenox Wealth Management held 1,868 shares of Schwab Emerging Markets Equity ETF worth $45K as of Q2 2020.
  • Lenox Wealth Management sold 42 Schwab Emerging Markets Equity ETF shares in Q2 2020, an estimated $954.
  • Schwab Emerging Markets Equity ETF made up 0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #265 holding.
  • Lenox Wealth Management first reported a position in Schwab Emerging Markets Equity ETF in Q1 2019 and has held it in 6 quarters since.
  • Lenox Wealth Management's Schwab Emerging Markets Equity ETF position peaked at $53K in Q4 2019.
  • 577 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.