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Squar Milner Financial Services’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Squar Milner Financial 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
Q2 		– Sell
-100
Closed -$2K – 611
2020
Q1 		$2K Buy
100
+17
+20% +$425 ﹤0.01% 682
2019
Q4 		$2K Buy
+83
New +$2.19K ﹤0.01% 754

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
HighTower Advisors
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

Squar Milner Financial Services's SCHE Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q2 2020, closing a stake of 100 shares — an estimated $2K sold.

Squar Milner Financial Services first reported a position in SCHE in Q4 2019 and held it in 2 quarters. The position peaked at $2K in Q1 2020. 578 funds tracked by Wall St. Rank hold SCHE as of Q2 2020.

  • Squar Milner Financial Services reported no remaining Schwab Emerging Markets Equity ETF position as of Q2 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 100 Schwab Emerging Markets Equity ETF shares in Q2 2020, an estimated $2K.
  • Squar Milner Financial Services first reported a position in Schwab Emerging Markets Equity ETF in Q4 2019 and held it in 2 quarters.
  • Squar Milner Financial Services's Schwab Emerging Markets Equity ETF position peaked at $2K in Q1 2020.
  • 578 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.