Shine Investment Advisory Services’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Shine Investment Advisory Services’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 Q3	$25K	Sell	938 -992	-51%	-$26.5K	0.01%	418
2020 Q2	$47K	Sell	1,930 -1,278	-40%	-$29K	0.02%	304
2020 Q1	$66K	Sell	3,208 -1,083	-25%	-$27.1K	0.03%	233
2019 Q4	$117K	Sell	4,291 -607	-12%	-$16K	0.05%	189
2019 Q3	$123K	Sell	4,898 -13,743	-74%	-$350K	0.06%	153
2019 Q2	$489K	Sell	18,641 -74	-0.4%	-$1.92K	0.23%	62
2019 Q1	$487K	Sell	18,715 -5,507	-23%	-$140K	0.23%	67
2018 Q4	$570K	Buy	24,222 +6,704	+38%	+$162K	0.28%	54
2018 Q3	$450K	Buy	17,518 +14,009	+399%	+$363K	0.24%	61
2018 Q2	$91K	Buy	3,509 +170	+5%	+$4.67K	0.05%	196
2018 Q1	$96K	Buy	3,339 +411	+14%	+$12K	0.05%	178
2017 Q4	$82K	Buy	2,928 +277	+10%	+$7.64K	0.04%	212
2017 Q3	$71K	Buy	2,651 +579	+28%	+$15.3K	0.04%	229
2017 Q2	$51K	Buy	+2,072	New	+$50.9K	0.03%	275
2015 Q3	–	Sell	-495,180	Closed	-$12.2M	–	32
2015 Q2	$12.2M	Buy	495,180 +6,440	+1%	+$165K	17.09%	2
2015 Q1	$11.9M	Buy	+488,740	New	+$11.9M	10.97%	3

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 $11.5B AUM 18.82% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

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

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

Shine Investment Advisory Services's SCHE Position: Q3 2020 in Review

Shine Investment Advisory Services reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 51% in Q3 2020, selling an estimated $26.5K and leaving 938 shares worth $25K. The position accounts for 0.01% of the portfolio, ranked #418.

Shine Investment Advisory Services first reported a position in SCHE in Q1 2015 and has held it in 16 quarters since. The position peaked at $12.2M in Q2 2015. 584 funds tracked by Wall St. Rank hold SCHE as of Q3 2020.

Shine Investment Advisory Services held 938 shares of Schwab Emerging Markets Equity ETF worth $25K as of Q3 2020.
Shine Investment Advisory Services sold 992 Schwab Emerging Markets Equity ETF shares in Q3 2020, an estimated $26.5K.
Schwab Emerging Markets Equity ETF made up 0.01% of Shine Investment Advisory Services's portfolio in Q3 2020, its #418 holding.
Shine Investment Advisory Services first reported a position in Schwab Emerging Markets Equity ETF in Q1 2015 and has held it in 16 quarters since.
Shine Investment Advisory Services's Schwab Emerging Markets Equity ETF position peaked at $12.2M in Q2 2015.
584 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.