Ruggie Capital Group’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Ruggie Capital Group’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	-1,368	Closed	-$36K	–	243
2019 Q2	$36K	Buy	+1,368	New	+$35.4K	0.06%	80
2018 Q3	–	Sell	-210	Closed	-$6K	–	299
2018 Q2	$6K	Hold	210	–	–	﹤0.01%	274
2018 Q1	$6K	Sell	210 -165	-44%	-$4.83K	﹤0.01%	238
2017 Q4	$10K	Hold	375	–	–	0.01%	225
2017 Q3	$10K	Sell	375 -590	-61%	-$15.6K	0.01%	191
2017 Q2	$24K	Buy	965 +440	+84%	+$10.8K	0.02%	174
2017 Q1	$13K	Sell	525 -206	-28%	-$4.8K	0.01%	170
2016 Q4	$16K	Hold	731	–	–	0.02%	104
2016 Q3	$17K	Hold	731	–	–	0.02%	122
2016 Q2	$16K	Hold	731	–	–	0.01%	142
2016 Q1	$15K	Buy	+731	New	+$13.7K	0.02%	118
2015 Q4	–	Sell	-912	Closed	-$20K	–	147
2015 Q3	$20K	Buy	912 +150	+20%	+$3.28K	0.02%	112
2015 Q2	$19K	Buy	762 +65	+9%	+$1.66K	0.02%	146
2015 Q1	$17K	Hold	697	–	–	0.02%	114
2014 Q4	$17K	Buy	+697	New	+$17.4K	0.02%	131

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 $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $2.02B AUM

Ruggie Capital Group's SCHE Position: Q3 2019 in Review

Ruggie Capital Group sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q3 2019, closing a stake of 1,368 shares — an estimated $36K sold.

Ruggie Capital Group first reported a position in SCHE in Q4 2014 and held it in 15 quarters. The position peaked at $36K in Q2 2019. 555 funds tracked by Wall St. Rank hold SCHE as of Q3 2019.

Ruggie Capital Group reported no remaining Schwab Emerging Markets Equity ETF position as of Q3 2019 after selling out during the quarter.
Ruggie Capital Group sold 1,368 Schwab Emerging Markets Equity ETF shares in Q3 2019, an estimated $36K.
Ruggie Capital Group first reported a position in Schwab Emerging Markets Equity ETF in Q4 2014 and held it in 15 quarters.
Ruggie Capital Group's Schwab Emerging Markets Equity ETF position peaked at $36K in Q2 2019.
555 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2019.

Based on Ruggie Capital Group's 13F filing for Q3 2019, filed 6 Nov 2019.