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Private Vista’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Private Vista’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
-8,240
Closed -$225K – 160
2019
Q4 		$225K Buy
+8,240
New +$217K 0.06% 130
2019
Q3 		– Sell
-7,758
Closed -$203K – 163
2019
Q2 		$203K Sell
7,758
-14,692
-65% -$381K 0.05% 148
2019
Q1 		$584K Sell
22,450
-58,504
-72% -$1.48M 0.14% 79
2018
Q4 		$1.91M Buy
80,954
+70,929
+708% +$1.72M 0.44% 34
2018
Q3 		$261K Buy
10,025
+739
+8% +$19.1K 0.05% 133
2018
Q2 		$240K Buy
9,286
+1,400
+18% +$38.5K 0.06% 135
2018
Q1 		$226K Buy
7,886
+115
+1% +$3.37K 0.07% 121
2017
Q4 		$217K Sell
7,771
-2,180
-22% -$60.1K 0.07% 67
2017
Q3 		$268K Sell
9,951
-1,596
-14% -$42.2K 0.06% 98
2017
Q2 		$287K Sell
11,547
-21
-0.2% -$516 0.07% 77
2017
Q1 		$277K Buy
+11,568
New +$269K 0.07% 67
2016
Q4 		– Sell
-10,700
Closed -$248K – 73
2016
Q3 		$248K Buy
+10,700
New +$242K 0.06% 60

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

Private Vista's SCHE Position: Q1 2020 in Review

Private Vista sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q1 2020, closing a stake of 8,240 shares — an estimated $225K sold.

Private Vista first reported a position in SCHE in Q3 2016 and held it in 12 quarters. The position peaked at $1.91M in Q4 2018. 598 funds tracked by Wall St. Rank hold SCHE as of Q1 2020.

  • Private Vista reported no remaining Schwab Emerging Markets Equity ETF position as of Q1 2020 after selling out during the quarter.
  • Private Vista sold 8,240 Schwab Emerging Markets Equity ETF shares in Q1 2020, an estimated $225K.
  • Private Vista first reported a position in Schwab Emerging Markets Equity ETF in Q3 2016 and held it in 12 quarters.
  • Private Vista's Schwab Emerging Markets Equity ETF position peaked at $1.91M in Q4 2018.
  • 598 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2020.

Based on Private Vista's 13F filing for Q1 2020, filed 4 May 2020.