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Strategic Advisors’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Strategic Advisors’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
Q3 		– Sell
-114,654
Closed -$3.01M – 174
2019
Q2 		$3.01M Buy
114,654
+40,219
+54% +$1.04M 1.15% 24
2019
Q1 		$1.94M Buy
74,435
+3,592
+5% +$91K 0.75% 35
2018
Q4 		$1.67M Buy
70,843
+40,459
+133% +$980K 0.73% 34
2018
Q3 		$781K Sell
30,384
-2,901
-9% -$75.2K 0.29% 73
2018
Q2 		$862K Sell
33,285
-48,269
-59% -$1.33M 0.35% 64
2018
Q1 		$2.34M Buy
81,554
+31,640
+63% +$927K 0.97% 33
2017
Q4 		$1.4M Buy
49,914
+41,768
+513% +$1.15M 0.57% 55
2017
Q3 		$219K Buy
+8,146
New +$216K 0.1% 140
2015
Q2 		– Sell
-10,102
Closed -$263K – 136
2015
Q1 		$263K Buy
+10,102
New +$245K 0.17% 119
2014
Q4 		– Sell
-10,059
Closed -$255K – 135
2014
Q3 		$255K Sell
10,059
-43
-0.4% -$1.16K 0.17% 119
2014
Q2 		$263K Buy
10,102
+588
+6% +$14.8K 0.17% 120
2014
Q1 		$231K Sell
9,514
-7,017
-42% -$163K 0.15% 125
2013
Q4 		$407K Sell
16,531
-10,178
-38% -$256K 0.28% 101
2013
Q3 		$657K Buy
26,709
+6,809
+34% +$163K 0.54% 62
2013
Q2 		$467K Buy
+19,900
New +$496K 0.42% 74

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM

Strategic Advisors's SCHE Position: Q3 2019 in Review

Strategic Advisors sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q3 2019, closing a stake of 114,654 shares — an estimated $3.01M sold.

Strategic Advisors first reported a position in SCHE in Q2 2013 and held it in 15 quarters. The position peaked at $3.01M in Q2 2019. 555 funds tracked by Wall St. Rank hold SCHE as of Q3 2019.

  • Strategic Advisors reported no remaining Schwab Emerging Markets Equity ETF position as of Q3 2019 after selling out during the quarter.
  • Strategic Advisors sold 114,654 Schwab Emerging Markets Equity ETF shares in Q3 2019, an estimated $3.01M.
  • Strategic Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q2 2013 and held it in 15 quarters.
  • Strategic Advisors's Schwab Emerging Markets Equity ETF position peaked at $3.01M in Q2 2019.
  • 555 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2019.

Based on Strategic Advisors's 13F filing for Q3 2019, filed 17 Oct 2019.