LifePlan Financial Group’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

LifePlan Financial Group’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	$199K	Sell	7,451 -501	-6%	-$13.4K	0.09%	132
2020 Q2	$194K	Hold	7,952	–	–	0.09%	125
2020 Q1	$165K	Sell	7,952 -34	-0.4%	-$850	0.09%	129
2019 Q4	$219K	Buy	7,986 +1,946	+32%	+$51.3K	0.1%	127
2019 Q3	$152K	Buy	6,040 +4,434	+276%	+$113K	0.07%	146
2019 Q2	$42K	Buy	1,606 +1,495	+1,347%	+$38.7K	0.02%	259
2019 Q1	$3K	Buy	111 +1	+0.9%	+$25	﹤0.01%	497
2018 Q4	$3K	Buy	110 +8	+8%	+$194	﹤0.01%	482
2018 Q3	$3K	Hold	102	–	–	﹤0.01%	486
2018 Q2	$3K	Hold	102	–	–	﹤0.01%	471
2018 Q1	$3K	Buy	+102	New	+$2.99K	﹤0.01%	455

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

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

LifePlan Financial Group's SCHE Position: Q3 2020 in Review

LifePlan Financial Group reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 6.3% in Q3 2020, selling an estimated $13.4K and leaving 7,451 shares worth $199K. The position accounts for 0.09% of the portfolio, ranked #132.

LifePlan Financial Group first reported a position in SCHE in Q1 2018 and has held it in 11 quarters since. The position peaked at $219K in Q4 2019. 583 funds tracked by Wall St. Rank hold SCHE as of Q3 2020.

LifePlan Financial Group held 7,451 shares of Schwab Emerging Markets Equity ETF worth $199K as of Q3 2020.
LifePlan Financial Group sold 501 Schwab Emerging Markets Equity ETF shares in Q3 2020, an estimated $13.4K.
Schwab Emerging Markets Equity ETF made up 0.09% of LifePlan Financial Group's portfolio in Q3 2020, its #132 holding.
LifePlan Financial Group first reported a position in Schwab Emerging Markets Equity ETF in Q1 2018 and has held it in 11 quarters since.
LifePlan Financial Group's Schwab Emerging Markets Equity ETF position peaked at $219K in Q4 2019.
583 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.