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

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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

HighTower Advisors

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

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Wealth Enhancement Advisory Services

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

Heartwood Wealth Advisors Richmond, Virginia $1.15B AUM 20.99% 1-Year Est. Return