Quantum Capital Management (California)’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Quantum Capital Management (California)’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	$12K	Buy	471 +51	+12%	+$1.36K	0.01%	203
2020 Q2	$10K	Hold	420	–	–	0.01%	282
2020 Q1	$9K	Hold	420	–	–	0.01%	291
2019 Q4	$11K	Hold	420	–	–	0.01%	301
2019 Q3	$11K	Buy	+420	New	+$10.7K	0.01%	307

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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

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

Wealth Enhancement Advisory Services

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