Seneca House Advisors’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Seneca House 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 Q1	–	Sell	-168,233	Closed	-$4.61M	–	80
2019 Q4	$4.61M	Buy	168,233 +3,452	+2%	+$91K	3.98%	3
2019 Q3	$4.14M	Sell	164,781 -10,180	-6%	-$259K	3.92%	5
2019 Q2	$4.62M	Sell	174,961 -6,400	-4%	-$166K	4.24%	3
2019 Q1	$4.72M	Buy	181,361 +5,501	+3%	+$139K	4.1%	4
2018 Q4	$4.14M	Sell	175,860 -427	-0.2%	-$10.3K	3.9%	3
2018 Q3	$4.53M	Buy	176,287 +903	+0.5%	+$23.4K	3.55%	4
2018 Q2	$4.54M	Buy	175,384 +13,381	+8%	+$368K	3.69%	4
2018 Q1	$4.65M	Buy	162,003 +30,875	+24%	+$905K	3.89%	4
2017 Q4	$3.66M	Buy	+131,128	New	+$3.62M	3.13%	6

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

Seneca House Advisors's SCHE Position: Q1 2020 in Review

Seneca House Advisors sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q1 2020, closing a stake of 168,233 shares — an estimated $4.61M sold.

Seneca House Advisors first reported a position in SCHE in Q4 2017 and held it in 9 quarters. The position peaked at $4.72M in Q1 2019. 598 funds tracked by Wall St. Rank hold SCHE as of Q1 2020.

Seneca House Advisors reported no remaining Schwab Emerging Markets Equity ETF position as of Q1 2020 after selling out during the quarter.
Seneca House Advisors sold 168,233 Schwab Emerging Markets Equity ETF shares in Q1 2020, an estimated $4.61M.
Seneca House Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q4 2017 and held it in 9 quarters.
Seneca House Advisors's Schwab Emerging Markets Equity ETF position peaked at $4.72M in Q1 2019.
598 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2020.

Based on Seneca House Advisors's 13F filing for Q1 2020, filed 9 Apr 2020.