SIA
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Starfire Investment Advisers’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Starfire Investment Advisers’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 		$621K Sell
25,514
-839
-3% -$19.1K 0.3% 85
2020
Q1 		$545K Sell
26,353
-1,951
-7% -$48.8K 0.3% 81
2019
Q4 		$774K Sell
28,304
-1,787
-6% -$47.1K 0.3% 76
2019
Q3 		$756K Buy
30,091
+825
+3% +$21K 0.31% 76
2019
Q2 		$767K Hold
29,266
– – 0.34% 70
2019
Q1 		$761K Buy
29,266
+22
+0.1% +$557 0.35% 68
2018
Q4 		$688K Buy
29,244
+498
+2% +$12.1K 0.37% 66
2018
Q3 		$739K Sell
28,746
-13,206
-31% -$342K 0.37% 60
2018
Q2 		$1.09M Buy
41,952
+13,026
+45% +$358K 0.55% 43
2018
Q1 		$830K Buy
+28,926
New +$848K 0.43% 57
2017
Q4 		– Sell
-27,868
Closed -$749K – 208
2017
Q3 		$749K Buy
27,868
+5,462
+24% +$145K 0.45% 50
2017
Q2 		$556K Buy
22,406
+375
+2% +$9.22K 0.33% 70
2017
Q1 		$531K Buy
22,031
+2,640
+14% +$61.5K 0.29% 76
2016
Q4 		$418K Buy
19,391
+3,846
+25% +$86.1K 0.24% 85
2016
Q3 		$358K Buy
15,545
+182
+1% +$4.11K 0.21% 96
2016
Q2 		$327K Buy
15,363
+40
+0.3% +$822 0.23% 89
2016
Q1 		$318K Sell
15,323
-1,405
-8% -$26.4K 0.21% 99
2015
Q4 		$326K Sell
16,728
-5,545
-25% -$116K 0.22% 95
2015
Q3 		$450K Buy
22,273
+1,430
+7% +$31.3K 0.33% 73
2015
Q2 		$512K Buy
20,843
+6,895
+49% +$177K 0.34% 69
2015
Q1 		$340K Buy
+13,948
New +$339K 0.22% 97

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 $10B AUM 15.14% 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 $1.15B AUM 20.99% 1-Year Est. Return

Starfire Investment Advisers's SCHE Position: Q2 2020 in Review

Starfire Investment Advisers reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 3.2% in Q2 2020, selling an estimated $19.1K and leaving 25,514 shares worth $621K. The position accounts for 0.3% of the portfolio, ranked #85.

Starfire Investment Advisers first reported a position in SCHE in Q1 2015 and has held it in 21 quarters since. The position peaked at $1.09M in Q2 2018. 577 funds tracked by Wall St. Rank hold SCHE as of Q2 2020.

  • Starfire Investment Advisers held 25,514 shares of Schwab Emerging Markets Equity ETF worth $621K as of Q2 2020.
  • Starfire Investment Advisers sold 839 Schwab Emerging Markets Equity ETF shares in Q2 2020, an estimated $19.1K.
  • Schwab Emerging Markets Equity ETF made up 0.3% of Starfire Investment Advisers's portfolio in Q2 2020, its #85 holding.
  • Starfire Investment Advisers first reported a position in Schwab Emerging Markets Equity ETF in Q1 2015 and has held it in 21 quarters since.
  • Starfire Investment Advisers's Schwab Emerging Markets Equity ETF position peaked at $1.09M in Q2 2018.
  • 577 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2020.

Based on Starfire Investment Advisers's 13F filing for Q2 2020, filed 9 Jul 2020.