QCMC
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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

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 $56.3B AUM 17.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $2.02B AUM
HighTower Advisors
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
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

Quantum Capital Management (California)'s SCHE Position: Q3 2020 in Review

Quantum Capital Management (California) increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 12% in Q3 2020, buying an estimated $1.36K and bringing the position to 471 shares worth $12K. The position accounts for 0.01% of the portfolio, ranked #203.

Quantum Capital Management (California) first reported a position in SCHE in Q3 2019 and has held it in 5 quarters since. 584 funds tracked by Wall St. Rank hold SCHE as of Q3 2020.

  • Quantum Capital Management (California) held 471 shares of Schwab Emerging Markets Equity ETF worth $12K as of Q3 2020.
  • Quantum Capital Management (California) bought 51 Schwab Emerging Markets Equity ETF shares in Q3 2020, an estimated $1.36K.
  • Schwab Emerging Markets Equity ETF made up 0.01% of Quantum Capital Management (California)'s portfolio in Q3 2020, its #203 holding.
  • Quantum Capital Management (California) first reported a position in Schwab Emerging Markets Equity ETF in Q3 2019 and has held it in 5 quarters since.
  • 584 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2020.

Based on Quantum Capital Management (California)'s 13F filing for Q3 2020, filed 16 Nov 2020.