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Opes Wealth Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Opes Wealth 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
-9,805
Closed -$268K – 57
2019
Q4 		$268K Sell
9,805
-4,591
-32% -$121K 0.16% 42
2019
Q3 		$362K Hold
14,396
– – 0.24% 38
2019
Q2 		$378K Sell
14,396
-7,633
-35% -$198K 0.26% 34
2019
Q1 		$573K Buy
+22,029
New +$558K 0.42% 28

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

Opes Wealth Management's SCHE Position: Q1 2020 in Review

Opes Wealth Management sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q1 2020, closing a stake of 9,805 shares — an estimated $268K sold.

Opes Wealth Management first reported a position in SCHE in Q1 2019 and held it in 4 quarters. The position peaked at $573K in Q1 2019. 598 funds tracked by Wall St. Rank hold SCHE as of Q1 2020.

  • Opes Wealth Management reported no remaining Schwab Emerging Markets Equity ETF position as of Q1 2020 after selling out during the quarter.
  • Opes Wealth Management sold 9,805 Schwab Emerging Markets Equity ETF shares in Q1 2020, an estimated $268K.
  • Opes Wealth Management first reported a position in Schwab Emerging Markets Equity ETF in Q1 2019 and held it in 4 quarters.
  • Opes Wealth Management's Schwab Emerging Markets Equity ETF position peaked at $573K in Q1 2019.
  • 598 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2020.

Based on Opes Wealth Management's 13F filing for Q1 2020, filed 16 Apr 2020.