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Realta Investment Advisors’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Realta 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
2019
Q3 		– Sell
-71
Closed -$3K – 1769
2019
Q2 		$3K Buy
+71
New +$1.84K ﹤0.01% 1503

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM

Realta Investment Advisors's SCHE Position: Q3 2019 in Review

Realta Investment Advisors sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q3 2019, closing a stake of 71 shares — an estimated $3K sold.

Realta Investment Advisors first reported a position in SCHE in Q2 2019 and held it in 1 quarter. The position peaked at $3K in Q2 2019. 555 funds tracked by Wall St. Rank hold SCHE as of Q3 2019.

  • Realta Investment Advisors reported no remaining Schwab Emerging Markets Equity ETF position as of Q3 2019 after selling out during the quarter.
  • Realta Investment Advisors sold 71 Schwab Emerging Markets Equity ETF shares in Q3 2019, an estimated $3K.
  • Realta Investment Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q2 2019 and held it in 1 quarter.
  • Realta Investment Advisors's Schwab Emerging Markets Equity ETF position peaked at $3K in Q2 2019.
  • 555 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2019.

Based on Realta Investment Advisors's 13F filing for Q3 2019, filed 18 Oct 2019.