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

Strategic 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
Q1 		– Sell
-37,969
Closed -$1.04M – 134
2019
Q4 		$1.04M Sell
37,969
-1,140
-3% -$30K 0.12% 89
2019
Q3 		$983K Buy
39,109
+1,707
+5% +$43.4K 0.13% 93
2019
Q2 		$981K Buy
37,402
+2,145
+6% +$55.6K 0.13% 91
2019
Q1 		$917K Buy
35,257
+3,553
+11% +$90K 0.13% 94
2018
Q4 		$746K Sell
31,704
-1,250
-4% -$30.3K 0.12% 93
2018
Q3 		$847K Buy
32,954
+472
+1% +$12.2K 0.13% 95
2018
Q2 		$841K Buy
+32,482
New +$893K 0.13% 96
2018
Q1 		– Sell
-32,241
Closed -$901K – 114
2017
Q4 		$901K Buy
32,241
+14,583
+83% +$402K 0.14% 96
2017
Q3 		$475K Sell
17,658
-520
-3% -$13.8K 0.08% 102
2017
Q2 		$452K Sell
18,178
-725
-4% -$17.8K 0.08% 100
2017
Q1 		$453K Buy
18,903
+2,827
+18% +$65.8K 0.08% 100
2016
Q4 		$347K Buy
+16,076
New +$360K 0.07% 103

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 $56.3B AUM 17.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $2.02B AUM
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Strategic Financial Services's SCHE Position: Q1 2020 in Review

Strategic Financial Services sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q1 2020, closing a stake of 37,969 shares — an estimated $1.04M sold.

Strategic Financial Services first reported a position in SCHE in Q4 2016 and held it in 12 quarters. The position peaked at $1.04M in Q4 2019. 598 funds tracked by Wall St. Rank hold SCHE as of Q1 2020.

  • Strategic Financial Services reported no remaining Schwab Emerging Markets Equity ETF position as of Q1 2020 after selling out during the quarter.
  • Strategic Financial Services sold 37,969 Schwab Emerging Markets Equity ETF shares in Q1 2020, an estimated $1.04M.
  • Strategic Financial Services first reported a position in Schwab Emerging Markets Equity ETF in Q4 2016 and held it in 12 quarters.
  • Strategic Financial Services's Schwab Emerging Markets Equity ETF position peaked at $1.04M in Q4 2019.
  • 598 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2020.

Based on Strategic Financial Services's 13F filing for Q1 2020, filed 8 May 2020.