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Stratford Consulting’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Stratford Consulting’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 		$700K Buy
33,837
+33,808
+116,579% +$846K 0.32% 37
2019
Q4 		$1K Buy
+29
New +$764 ﹤0.01% 83

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

Stratford Consulting's SCHE Position: Q1 2020 in Review

Stratford Consulting increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 116,579% in Q1 2020, buying an estimated $846K and bringing the position to 33,837 shares worth $700K. The position accounts for 0.32% of the portfolio, ranked #37.

Stratford Consulting first reported a position in SCHE in Q4 2019 and has held it in 2 quarters since. 598 funds tracked by Wall St. Rank hold SCHE as of Q1 2020.

  • Stratford Consulting held 33,837 shares of Schwab Emerging Markets Equity ETF worth $700K as of Q1 2020.
  • Stratford Consulting bought 33,808 Schwab Emerging Markets Equity ETF shares in Q1 2020, an estimated $846K.
  • Schwab Emerging Markets Equity ETF made up 0.32% of Stratford Consulting's portfolio in Q1 2020, its #37 holding.
  • Stratford Consulting first reported a position in Schwab Emerging Markets Equity ETF in Q4 2019 and has held it in 2 quarters since.
  • 598 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2020.

Based on Stratford Consulting's 13F filing for Q1 2020, filed 11 May 2020.