Smith Salley Wealth Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Smith Salley Wealth Management’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	-12,020	Closed	-$329K	–	200
2019 Q4	$329K	Hold	12,020	–	–	0.04%	161
2019 Q3	$302K	Hold	12,020	–	–	0.04%	164
2019 Q2	$315K	Buy	+12,020	New	+$311K	0.05%	158

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

Smith Salley Wealth Management's SCHE Position: Q1 2020 in Review

Smith Salley Wealth Management sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q1 2020, closing a stake of 12,020 shares — an estimated $329K sold.

Smith Salley Wealth Management first reported a position in SCHE in Q2 2019 and held it in 3 quarters. The position peaked at $329K in Q4 2019. 598 funds tracked by Wall St. Rank hold SCHE as of Q1 2020.

Smith Salley Wealth Management reported no remaining Schwab Emerging Markets Equity ETF position as of Q1 2020 after selling out during the quarter.
Smith Salley Wealth Management sold 12,020 Schwab Emerging Markets Equity ETF shares in Q1 2020, an estimated $329K.
Smith Salley Wealth Management first reported a position in Schwab Emerging Markets Equity ETF in Q2 2019 and held it in 3 quarters.
Smith Salley Wealth Management's Schwab Emerging Markets Equity ETF position peaked at $329K in Q4 2019.
598 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2020.

Based on Smith Salley Wealth Management's 13F filing for Q1 2020, filed 24 Apr 2020.