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

OptiFour Integrated 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
2019 Q4	$1.78M	Sell	65,225 -2,025	-3%	-$53.4K	1.23%	17
2019 Q3	$1.69M	Sell	67,250 -3	-0%	-$76	1.2%	18
2019 Q2	$1.76M	Sell	67,253 -948	-1%	-$24.6K	1.23%	17
2019 Q1	$1.77M	Sell	68,201 -44	-0.1%	-$1.11K	1.45%	15
2018 Q4	$1.61M	Buy	68,245 +5,322	+8%	+$129K	1.47%	15
2018 Q3	$1.62M	Buy	62,923 +1,284	+2%	+$33.3K	1.33%	15
2018 Q2	$1.6M	Sell	61,639 -461	-0.7%	-$12.7K	1.38%	15
2018 Q1	$1.78M	Sell	62,100 -324	-0.5%	-$9.49K	1.49%	16
2017 Q4	$1.74M	Buy	+62,424	New	+$1.72M	1.46%	17

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 $11.5B AUM 18.82% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

GSWM

Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return

OptiFour Integrated Wealth Management's SCHE Position: Q4 2019 in Review

OptiFour Integrated Wealth Management reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 3% in Q4 2019, selling an estimated $53.4K and leaving 65,225 shares worth $1.78M. The position accounts for 1.23% of the portfolio, ranked #17.

OptiFour Integrated Wealth Management first reported a position in SCHE in Q4 2017 and has held it in 9 quarters since. 642 funds tracked by Wall St. Rank hold SCHE as of Q4 2019.

OptiFour Integrated Wealth Management held 65,225 shares of Schwab Emerging Markets Equity ETF worth $1.78M as of Q4 2019.
OptiFour Integrated Wealth Management sold 2,025 Schwab Emerging Markets Equity ETF shares in Q4 2019, an estimated $53.4K.
Schwab Emerging Markets Equity ETF made up 1.23% of OptiFour Integrated Wealth Management's portfolio in Q4 2019, its #17 holding.
OptiFour Integrated Wealth Management first reported a position in Schwab Emerging Markets Equity ETF in Q4 2017 and has held it in 9 quarters since.
642 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q4 2019.

Based on OptiFour Integrated Wealth Management's 13F filing for Q4 2019, filed 16 Jan 2020.