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Simplicity Solutions’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Simplicity Solutions’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
Q2 		– Sell
-11,940
Closed -$311K – 830
2019
Q1 		$311K Buy
+11,940
New +$303K 0.02% 526
2016
Q1 		– Sell
-35,510
Closed -$693K – 454
2015
Q4 		$693K Buy
+35,510
New +$744K 0.08% 360

Other funds holding SCHE

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Simplicity Solutions's SCHE Position: Q2 2019 in Review

Simplicity Solutions sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q2 2019, closing a stake of 11,940 shares — an estimated $311K sold.

Simplicity Solutions first reported a position in SCHE in Q4 2015 and held it in 2 quarters. The position peaked at $693K in Q4 2015. 550 funds tracked by Wall St. Rank hold SCHE as of Q2 2019.

  • Simplicity Solutions reported no remaining Schwab Emerging Markets Equity ETF position as of Q2 2019 after selling out during the quarter.
  • Simplicity Solutions sold 11,940 Schwab Emerging Markets Equity ETF shares in Q2 2019, an estimated $311K.
  • Simplicity Solutions first reported a position in Schwab Emerging Markets Equity ETF in Q4 2015 and held it in 2 quarters.
  • Simplicity Solutions's Schwab Emerging Markets Equity ETF position peaked at $693K in Q4 2015.
  • 550 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2019.

Based on Simplicity Solutions's 13F filing for Q2 2019, filed 8 Aug 2019.