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Omnia Family Wealth’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Omnia Family Wealth’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
-9,965
Closed -$273K – 88
2019
Q4 		$273K Buy
+9,965
New +$263K 0.13% 77

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MG
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Bank of America
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SS
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HC
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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

Omnia Family Wealth's SCHE Position: Q1 2020 in Review

Omnia Family Wealth sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q1 2020, closing a stake of 9,965 shares — an estimated $273K sold.

Omnia Family Wealth first reported a position in SCHE in Q4 2019 and held it in 1 quarter. The position peaked at $273K in Q4 2019. 598 funds tracked by Wall St. Rank hold SCHE as of Q1 2020.

  • Omnia Family Wealth reported no remaining Schwab Emerging Markets Equity ETF position as of Q1 2020 after selling out during the quarter.
  • Omnia Family Wealth sold 9,965 Schwab Emerging Markets Equity ETF shares in Q1 2020, an estimated $273K.
  • Omnia Family Wealth first reported a position in Schwab Emerging Markets Equity ETF in Q4 2019 and held it in 1 quarter.
  • Omnia Family Wealth's Schwab Emerging Markets Equity ETF position peaked at $273K in Q4 2019.
  • 598 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2020.

Based on Omnia Family Wealth's 13F filing for Q1 2020, filed 5 May 2020.