UFA
SCHE icon

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

US Financial 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
2021
Q2 		– Sell
-86,006
Closed -$2.73M – 115
2021
Q1 		$2.73M Buy
86,006
+6,857
+9% +$223K 0.76% 32
2020
Q4 		$2.43M Buy
+79,149
New +$2.29M 0.73% 30
2016
Q2 		– Sell
-4,044
Closed -$84K – 335
2016
Q1 		$84K Buy
+4,044
New +$76K 0.15% 66

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
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM

US Financial Advisors's SCHE Position: Q2 2021 in Review

US Financial Advisors sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q2 2021, closing a stake of 86,006 shares — an estimated $2.73M sold.

US Financial Advisors first reported a position in SCHE in Q1 2016 and held it in 3 quarters. The position peaked at $2.73M in Q1 2021. 694 funds tracked by Wall St. Rank hold SCHE as of Q2 2021.

  • US Financial Advisors reported no remaining Schwab Emerging Markets Equity ETF position as of Q2 2021 after selling out during the quarter.
  • US Financial Advisors sold 86,006 Schwab Emerging Markets Equity ETF shares in Q2 2021, an estimated $2.73M.
  • US Financial Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q1 2016 and held it in 3 quarters.
  • US Financial Advisors's Schwab Emerging Markets Equity ETF position peaked at $2.73M in Q1 2021.
  • 694 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2021.

Based on US Financial Advisors's 13F filing for Q2 2021, filed 10 Aug 2021.