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Valley Brook Capital Group’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Valley Brook Capital Group’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
-3
Closed – – 366
2021
Q1 		$0 Buy
+3
New +$98 ﹤0.01% 485

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Creative Planning
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MG
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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

Valley Brook Capital Group's SCHE Position: Q2 2021 in Review

Valley Brook Capital Group sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q2 2021, closing a stake of 3 shares.

Valley Brook Capital Group first reported a position in SCHE in Q1 2021 and held it in 1 quarter. The position peaked at $0 in Q1 2021. 694 funds tracked by Wall St. Rank hold SCHE as of Q2 2021.

  • Valley Brook Capital Group reported no remaining Schwab Emerging Markets Equity ETF position as of Q2 2021 after selling out during the quarter.
  • Valley Brook Capital Group sold 3 Schwab Emerging Markets Equity ETF shares in Q2 2021.
  • Valley Brook Capital Group first reported a position in Schwab Emerging Markets Equity ETF in Q1 2021 and held it in 1 quarter.
  • Valley Brook Capital Group's Schwab Emerging Markets Equity ETF position peaked at $0 in Q1 2021.
  • 694 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2021.

Based on Valley Brook Capital Group's 13F filing for Q2 2021, filed 22 Jul 2021.