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

V Wealth 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
2020
Q1 		– Sell
-8,245
Closed -$207K – 370
2019
Q4 		$207K Hold
8,245
– – 0.07% 272
2019
Q3 		$207K Buy
8,245
+723
+10% +$18.4K 0.07% 272
2019
Q2 		$200K Buy
+7,522
New +$195K 0.08% 258
2017
Q3 		– Sell
-820
Closed -$20K – 609
2017
Q2 		$20K Buy
+820
New +$20.2K 0.01% 459

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

V Wealth Advisors's SCHE Position: Q1 2020 in Review

V Wealth Advisors sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q1 2020, closing a stake of 8,245 shares — an estimated $207K sold.

V Wealth Advisors first reported a position in SCHE in Q2 2017 and held it in 4 quarters. The position peaked at $207K in Q4 2019. 598 funds tracked by Wall St. Rank hold SCHE as of Q1 2020.

  • V Wealth Advisors reported no remaining Schwab Emerging Markets Equity ETF position as of Q1 2020 after selling out during the quarter.
  • V Wealth Advisors sold 8,245 Schwab Emerging Markets Equity ETF shares in Q1 2020, an estimated $207K.
  • V Wealth Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q2 2017 and held it in 4 quarters.
  • V Wealth Advisors's Schwab Emerging Markets Equity ETF position peaked at $207K in Q4 2019.
  • 598 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2020.

Based on V Wealth Advisors's 13F filing for Q1 2020, filed 12 May 2020.