MYCIO Wealth Partners’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

MYCIO Wealth 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 Q1	–	Sell	-27,735	Closed	-$759K	–	321
2019 Q4	$759K	Buy	27,735 +7,050	+34%	+$186K	0.05%	152
2019 Q3	$520K	Buy	20,685 +393	+2%	+$10K	0.04%	173
2019 Q2	$532K	Buy	20,292 +525	+3%	+$13.6K	0.04%	161
2019 Q1	$514K	Buy	19,767 +704	+4%	+$17.8K	0.04%	159
2018 Q4	$449K	Buy	19,063 +8,417	+79%	+$204K	0.04%	157
2018 Q3	$274K	Buy	10,646 +1,145	+12%	+$29.7K	0.03%	231
2018 Q2	$246K	Buy	+9,501	New	+$261K	0.03%	238
2015 Q3	–	Sell	-4,000	Closed	-$98K	–	938
2015 Q2	$98K	Buy	4,000 +1,000	+33%	+$25.6K	0.02%	221
2015 Q1	$73K	Buy	+3,000	New	+$72.9K	0.01%	246

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

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

MYCIO Wealth Partners's SCHE Position: Q1 2020 in Review

MYCIO Wealth Partners sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q1 2020, closing a stake of 27,735 shares — an estimated $759K sold.

MYCIO Wealth Partners first reported a position in SCHE in Q1 2015 and held it in 9 quarters. The position peaked at $759K in Q4 2019. 598 funds tracked by Wall St. Rank hold SCHE as of Q1 2020.

MYCIO Wealth Partners reported no remaining Schwab Emerging Markets Equity ETF position as of Q1 2020 after selling out during the quarter.
MYCIO Wealth Partners sold 27,735 Schwab Emerging Markets Equity ETF shares in Q1 2020, an estimated $759K.
MYCIO Wealth Partners first reported a position in Schwab Emerging Markets Equity ETF in Q1 2015 and held it in 9 quarters.
MYCIO Wealth Partners's Schwab Emerging Markets Equity ETF position peaked at $759K in Q4 2019.
598 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2020.

Based on MYCIO Wealth Partners's 13F filing for Q1 2020, filed 14 May 2020.