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SVA Wealth Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

SVA Wealth Management’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
Q4 		$2.38M Sell
77,632
-5,105
-6% -$148K 0.21% 87
2020
Q3 		$2.21M Buy
82,737
+10,002
+14% +$267K 0.22% 86
2020
Q2 		$1.77M Buy
72,735
+247
+0.3% +$5.61K 0.19% 99
2020
Q1 		$1.5M Buy
72,488
+7,869
+12% +$197K 0.17% 99
2019
Q4 		$1.77M Sell
64,619
-409
-0.6% -$10.8K 0.16% 105
2019
Q3 		$1.63M Buy
65,028
+5,363
+9% +$136K 0.16% 101
2019
Q2 		$1.57M Buy
59,665
+3,309
+6% +$85.7K 0.15% 104
2019
Q1 		$1.47M Sell
56,356
-10
-0% -$253 0.14% 110
2018
Q4 		$1.33M Buy
56,366
+19,124
+51% +$463K 0.15% 106
2018
Q3 		$957K Sell
37,242
-8,614
-19% -$223K 0.1% 123
2018
Q2 		$1.19M Buy
45,856
+16,361
+55% +$450K 0.13% 116
2018
Q1 		$794K Sell
29,495
-4,237
-13% -$124K 0.1% 123
2017
Q4 		$942K Buy
33,732
+4,237
+14% +$117K 0.11% 120
2017
Q3 		$794K Buy
29,495
+1,500
+5% +$39.7K 0.1% 123
2017
Q2 		$696K Buy
27,995
+3,223
+13% +$79.2K 0.09% 126
2017
Q1 		$594K Buy
24,772
+10,965
+79% +$255K 0.08% 129
2016
Q4 		$298K Buy
13,807
+2,545
+23% +$57K 0.04% 167
2016
Q3 		$260K Buy
11,262
+88
+0.8% +$1.99K 0.04% 177
2016
Q2 		$238K Buy
11,174
+940
+9% +$19.3K 0.04% 182
2016
Q1 		$213K Buy
+10,234
New +$192K 0.04% 189

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SVA Wealth Management's SCHE Position: Q4 2020 in Review

SVA Wealth Management reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 6.2% in Q4 2020, selling an estimated $148K and leaving 77,632 shares worth $2.38M. The position accounts for 0.21% of the portfolio, ranked #87.

SVA Wealth Management first reported a position in SCHE in Q1 2016 and has held it in 20 quarters since. 637 funds tracked by Wall St. Rank hold SCHE as of Q4 2020.

  • SVA Wealth Management held 77,632 shares of Schwab Emerging Markets Equity ETF worth $2.38M as of Q4 2020.
  • SVA Wealth Management sold 5,105 Schwab Emerging Markets Equity ETF shares in Q4 2020, an estimated $148K.
  • Schwab Emerging Markets Equity ETF made up 0.21% of SVA Wealth Management's portfolio in Q4 2020, its #87 holding.
  • SVA Wealth Management first reported a position in Schwab Emerging Markets Equity ETF in Q1 2016 and has held it in 20 quarters since.
  • 637 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.