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

NewFocus 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
Q4 		$4.51M Sell
147,019
-2,727
-2% -$79.1K 1.33% 21
2020
Q3 		$4.01M Sell
149,746
-11,937
-7% -$319K 1.34% 21
2020
Q2 		$3.94M Sell
161,683
-50,503
-24% -$1.15M 1.41% 19
2020
Q1 		$4.39M Buy
+212,186
New +$5.31M 2.03% 15

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 $56.3B AUM 17.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $2.02B AUM
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 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

NewFocus Financial Group's SCHE Position: Q4 2020 in Review

NewFocus Financial Group reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 1.8% in Q4 2020, selling an estimated $79.1K and leaving 147,019 shares worth $4.51M. The position accounts for 1.33% of the portfolio, ranked #21.

NewFocus Financial Group first reported a position in SCHE in Q1 2020 and has held it in 4 quarters since. 638 funds tracked by Wall St. Rank hold SCHE as of Q4 2020.

  • NewFocus Financial Group held 147,019 shares of Schwab Emerging Markets Equity ETF worth $4.51M as of Q4 2020.
  • NewFocus Financial Group sold 2,727 Schwab Emerging Markets Equity ETF shares in Q4 2020, an estimated $79.1K.
  • Schwab Emerging Markets Equity ETF made up 1.33% of NewFocus Financial Group's portfolio in Q4 2020, its #21 holding.
  • NewFocus Financial Group first reported a position in Schwab Emerging Markets Equity ETF in Q1 2020 and has held it in 4 quarters since.
  • 638 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q4 2020.

Based on NewFocus Financial Group's 13F filing for Q4 2020, filed 28 Jan 2021.