San Francisco Sentry Investment Group’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

San Francisco Sentry Investment 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
2020 Q1	–	Sell	-1,900	Closed	-$52K	–	979
2019 Q4	$52K	Hold	1,900	–	–	0.02%	367
2019 Q3	$48K	Hold	1,900	–	–	0.02%	377
2019 Q2	$50K	Hold	1,900	–	–	0.02%	373
2019 Q1	$49K	Hold	1,900	–	–	0.02%	393
2018 Q4	$45K	Hold	1,900	–	–	0.02%	382
2018 Q3	$49K	Hold	1,900	–	–	0.02%	401
2018 Q2	$49K	Hold	1,900	–	–	0.02%	397
2018 Q1	$55K	Hold	1,900	–	–	0.02%	447
2017 Q4	$53K	Hold	1,900	–	–	0.02%	439
2017 Q3	$51K	Buy	+1,900	New	+$50.3K	0.02%	430

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

San Francisco Sentry Investment Group's SCHE Position: Q1 2020 in Review

San Francisco Sentry Investment Group sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q1 2020, closing a stake of 1,900 shares — an estimated $52K sold.

San Francisco Sentry Investment Group first reported a position in SCHE in Q3 2017 and held it in 10 quarters. The position peaked at $55K in Q1 2018. 598 funds tracked by Wall St. Rank hold SCHE as of Q1 2020.

San Francisco Sentry Investment Group reported no remaining Schwab Emerging Markets Equity ETF position as of Q1 2020 after selling out during the quarter.
San Francisco Sentry Investment Group sold 1,900 Schwab Emerging Markets Equity ETF shares in Q1 2020, an estimated $52K.
San Francisco Sentry Investment Group first reported a position in Schwab Emerging Markets Equity ETF in Q3 2017 and held it in 10 quarters.
San Francisco Sentry Investment Group's Schwab Emerging Markets Equity ETF position peaked at $55K in Q1 2018.
598 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2020.

Based on San Francisco Sentry Investment Group's 13F filing for Q1 2020, filed 9 Apr 2020.