Wealthcare Capital Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Wealthcare Capital 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	–	Sell	-7,503	Closed	-$201K	–	63
2020 Q3	$201K	Buy	+7,503	New	+$200K	0.02%	58
2020 Q2	–	Sell	-7,503	Closed	-$155K	–	207
2020 Q1	$155K	Hold	7,503	–	–	0.02%	55
2019 Q4	$205K	Hold	7,503	–	–	0.02%	54
2019 Q3	$189K	Hold	7,503	–	–	0.02%	55
2019 Q2	$197K	Hold	7,503	–	–	0.03%	56
2019 Q1	$195K	Hold	7,503	–	–	0.03%	57
2018 Q4	$177K	Hold	7,503	–	–	0.03%	55
2018 Q3	$193K	Hold	7,503	–	–	0.02%	48
2018 Q2	$194K	Hold	7,503	–	–	0.02%	48
2018 Q1	$215K	Sell	7,503 -5,586	-43%	-$164K	0.02%	44
2017 Q4	$366K	Hold	13,089	–	–	0.04%	35
2017 Q3	$352K	Hold	13,089	–	–	0.04%	35
2017 Q2	$325K	Hold	13,089	–	–	0.04%	35
2017 Q1	$314K	Hold	13,089	–	–	0.03%	36
2016 Q4	$282K	Hold	13,089	–	–	0.03%	38
2016 Q3	$302K	Hold	13,089	–	–	0.03%	35
2016 Q2	$279K	Hold	13,089	–	–	0.03%	35
2016 Q1	$272K	Buy	13,089 +1,252	+11%	+$23.5K	0.03%	36
2015 Q4	$231K	Buy	+11,837	New	+$248K	0.03%	44

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 $10B AUM 15.14% 1-Year Est. Return

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

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 $1.15B AUM 20.99% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Wealthcare Capital Management's SCHE Position: Q4 2020 in Review

Wealthcare Capital Management sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q4 2020, closing a stake of 7,503 shares — an estimated $201K sold.

Wealthcare Capital Management first reported a position in SCHE in Q4 2015 and held it in 19 quarters. The position peaked at $366K in Q4 2017. 637 funds tracked by Wall St. Rank hold SCHE as of Q4 2020.

Wealthcare Capital Management reported no remaining Schwab Emerging Markets Equity ETF position as of Q4 2020 after selling out during the quarter.
Wealthcare Capital Management sold 7,503 Schwab Emerging Markets Equity ETF shares in Q4 2020, an estimated $201K.
Wealthcare Capital Management first reported a position in Schwab Emerging Markets Equity ETF in Q4 2015 and held it in 19 quarters.
Wealthcare Capital Management's Schwab Emerging Markets Equity ETF position peaked at $366K in Q4 2017.
637 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q4 2020.

Based on Wealthcare Capital Management's 13F filing for Q4 2020, filed 2 Feb 2021.