Voit & Company’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Voit & Company’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 Q3	$814K	Sell	30,412 -2,205	-7%	-$58.9K	0.79%	35
2020 Q2	$794K	Sell	32,617 -895	-3%	-$20.3K	0.85%	33
2020 Q1	$693K	Buy	33,512 +1,847	+6%	+$46.2K	0.71%	40
2019 Q4	$867K	Buy	31,665 +189	+0.6%	+$4.98K	0.77%	36
2019 Q3	$791K	Buy	31,476 +1,374	+5%	+$35K	0.78%	38
2019 Q2	$790K	Sell	30,102 -3,300	-10%	-$85.5K	0.75%	39
2019 Q1	$869K	Sell	33,402 -145	-0.4%	-$3.67K	0.92%	34
2018 Q4	$789K	Buy	+33,547	New	+$813K	0.99%	29

Other funds holding SCHE

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Voit & Company's SCHE Position: Q3 2020 in Review

Voit & Company reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 6.8% in Q3 2020, selling an estimated $58.9K and leaving 30,412 shares worth $814K. The position accounts for 0.79% of the portfolio, ranked #35.

Voit & Company first reported a position in SCHE in Q4 2018 and has held it in 8 quarters since. The position peaked at $869K in Q1 2019. 584 funds tracked by Wall St. Rank hold SCHE as of Q3 2020.

Voit & Company held 30,412 shares of Schwab Emerging Markets Equity ETF worth $814K as of Q3 2020.
Voit & Company sold 2,205 Schwab Emerging Markets Equity ETF shares in Q3 2020, an estimated $58.9K.
Schwab Emerging Markets Equity ETF made up 0.79% of Voit & Company's portfolio in Q3 2020, its #35 holding.
Voit & Company first reported a position in Schwab Emerging Markets Equity ETF in Q4 2018 and has held it in 8 quarters since.
Voit & Company's Schwab Emerging Markets Equity ETF position peaked at $869K in Q1 2019.
584 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2020.

Based on Voit & Company's 13F filing for Q3 2020, filed 30 Oct 2020.