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

Prestige Wealth Management Group’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
Q3 		– Sell
-1
Closed – – 915
2020
Q2 		$0 Hold
1
– – ﹤0.01% 946
2020
Q1 		$0 Sell
1
-46,817
-100% -$1.17M ﹤0.01% 989
2019
Q4 		$1.28M Buy
46,818
+440
+0.9% +$11.6K 0.7% 25
2019
Q3 		$1.17M Buy
46,378
+2,806
+6% +$71.4K 0.68% 24
2019
Q2 		$1.14M Buy
43,572
+6,262
+17% +$162K 0.69% 23
2019
Q1 		$970K Sell
37,310
-909
-2% -$23K 0.6% 31
2018
Q4 		$899K Buy
+38,219
New +$926K 0.66% 31

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
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Prestige Wealth Management Group's SCHE Position: Q3 2020 in Review

Prestige Wealth Management Group sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q3 2020, closing a stake of 1 share.

Prestige Wealth Management Group first reported a position in SCHE in Q4 2018 and held it in 7 quarters. The position peaked at $1.28M in Q4 2019. 583 funds tracked by Wall St. Rank hold SCHE as of Q3 2020.

  • Prestige Wealth Management Group reported no remaining Schwab Emerging Markets Equity ETF position as of Q3 2020 after selling out during the quarter.
  • Prestige Wealth Management Group sold 1 Schwab Emerging Markets Equity ETF share in Q3 2020.
  • Prestige Wealth Management Group first reported a position in Schwab Emerging Markets Equity ETF in Q4 2018 and held it in 7 quarters.
  • Prestige Wealth Management Group's Schwab Emerging Markets Equity ETF position peaked at $1.28M in Q4 2019.
  • 583 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2020.

Based on Prestige Wealth Management Group's 13F filing for Q3 2020, filed 26 Oct 2020.