Rowland Carmichael Advisors’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Rowland Carmichael 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
2020 Q4	$2K	Hold	51	–	–	﹤0.01%	372
2020 Q3	$1K	Hold	51	–	–	﹤0.01%	348
2020 Q2	$1K	Hold	51	–	–	﹤0.01%	345
2020 Q1	$1K	Hold	51	–	–	﹤0.01%	325
2019 Q4	$1K	Hold	51	–	–	﹤0.01%	350
2019 Q3	$1K	Hold	51	–	–	﹤0.01%	349
2019 Q2	$1K	Hold	51	–	–	﹤0.01%	328
2019 Q1	$1K	Sell	51 -250	-83%	-$6.33K	﹤0.01%	327
2018 Q4	$7K	Hold	301	–	–	﹤0.01%	289
2018 Q3	$8K	Hold	301	–	–	﹤0.01%	337
2018 Q2	$8K	Hold	301	–	–	﹤0.01%	339
2018 Q1	$9K	Buy	301 +250	+490%	+$7.33K	﹤0.01%	299
2017 Q4	$1K	Hold	51	–	–	﹤0.01%	317
2017 Q3	$1K	Hold	51	–	–	﹤0.01%	295
2017 Q2	$1K	Buy	51 +19	+59%	+$467	﹤0.01%	290
2017 Q1	$1K	Hold	32	–	–	﹤0.01%	284
2016 Q4	$1K	Hold	32	–	–	﹤0.01%	304
2016 Q3	$1K	Hold	32	–	–	﹤0.01%	288
2016 Q2	$1K	Hold	32	–	–	﹤0.01%	295
2016 Q1	$1K	Buy	+32	New	+$601	﹤0.01%	212

Other funds holding SCHE

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Rowland Carmichael Advisors's SCHE Position: Q4 2020 in Review

Rowland Carmichael Advisors held its Schwab Emerging Markets Equity ETF (SCHE) position steady in Q4 2020 at 51 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #372.

Rowland Carmichael Advisors first reported a position in SCHE in Q1 2016 and has held it in 20 quarters since. The position peaked at $9K in Q1 2018. 637 funds tracked by Wall St. Rank hold SCHE as of Q4 2020.

Rowland Carmichael Advisors held 51 shares of Schwab Emerging Markets Equity ETF worth $2K as of Q4 2020.
Rowland Carmichael Advisors left its Schwab Emerging Markets Equity ETF share count unchanged in Q4 2020.
Schwab Emerging Markets Equity ETF made up ﹤0.01% of Rowland Carmichael Advisors's portfolio in Q4 2020, its #372 holding.
Rowland Carmichael Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q1 2016 and has held it in 20 quarters since.
Rowland Carmichael Advisors's Schwab Emerging Markets Equity ETF position peaked at $9K in Q1 2018.
637 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q4 2020.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2020, filed 15 Jan 2021.