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Mine & Arao Wealth Creation & Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Mine & Arao Wealth Creation & 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
Q1 		– Sell
-3,556
Closed -$97K – 245
2019
Q4 		$97K Buy
+3,556
New +$93.7K 0.09% 85

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 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
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Mine & Arao Wealth Creation & Management's SCHE Position: Q1 2020 in Review

Mine & Arao Wealth Creation & Management sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q1 2020, closing a stake of 3,556 shares — an estimated $97K sold.

Mine & Arao Wealth Creation & Management first reported a position in SCHE in Q4 2019 and held it in 1 quarter. The position peaked at $97K in Q4 2019. 598 funds tracked by Wall St. Rank hold SCHE as of Q1 2020.

  • Mine & Arao Wealth Creation & Management reported no remaining Schwab Emerging Markets Equity ETF position as of Q1 2020 after selling out during the quarter.
  • Mine & Arao Wealth Creation & Management sold 3,556 Schwab Emerging Markets Equity ETF shares in Q1 2020, an estimated $97K.
  • Mine & Arao Wealth Creation & Management first reported a position in Schwab Emerging Markets Equity ETF in Q4 2019 and held it in 1 quarter.
  • Mine & Arao Wealth Creation & Management's Schwab Emerging Markets Equity ETF position peaked at $97K in Q4 2019.
  • 598 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2020.

Based on Mine & Arao Wealth Creation & Management's 13F filing for Q1 2020, filed 13 May 2020.