Optimum Investment Advisors’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Optimum Investment Advisors’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 Q2	–	Sell	-3,169	Closed	-$66K	–	920
2020 Q1	$66K	Hold	3,169	–	–	0.03%	372
2019 Q4	$87K	Hold	3,169	–	–	0.03%	414
2019 Q3	$80K	Hold	3,169	–	–	0.03%	411
2019 Q2	$83K	Hold	3,169	–	–	0.03%	414
2019 Q1	$82K	Hold	3,169	–	–	0.03%	419
2018 Q4	$75K	Hold	3,169	–	–	0.03%	399
2018 Q3	$81K	Hold	3,169	–	–	0.02%	437
2018 Q2	$82K	Hold	3,169	–	–	0.02%	435
2018 Q1	$91K	Buy	+3,169	New	+$92.9K	0.03%	422

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 $56.3B AUM 17.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $2.02B AUM

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

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

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

Optimum Investment Advisors's SCHE Position: Q2 2020 in Review

Optimum Investment Advisors sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q2 2020, closing a stake of 3,169 shares — an estimated $66K sold.

Optimum Investment Advisors first reported a position in SCHE in Q1 2018 and held it in 9 quarters. The position peaked at $91K in Q1 2018. 578 funds tracked by Wall St. Rank hold SCHE as of Q2 2020.

Optimum Investment Advisors reported no remaining Schwab Emerging Markets Equity ETF position as of Q2 2020 after selling out during the quarter.
Optimum Investment Advisors sold 3,169 Schwab Emerging Markets Equity ETF shares in Q2 2020, an estimated $66K.
Optimum Investment Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q1 2018 and held it in 9 quarters.
Optimum Investment Advisors's Schwab Emerging Markets Equity ETF position peaked at $91K in Q1 2018.
578 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2020.

Based on Optimum Investment Advisors's 13F filing for Q2 2020, filed 16 Jul 2020.