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WealthSource Partners’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

WealthSource Partners’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
-10,770
Closed -$288K – 402
2020
Q3 		$288K Sell
10,770
-792
-7% -$21.2K 0.04% 270
2020
Q2 		$282K Sell
11,562
-27,531
-70% -$626K 0.04% 247
2020
Q1 		$809K Buy
39,093
+170
+0.4% +$4.25K 0.13% 120
2019
Q4 		$1.06M Sell
38,923
-78,178
-67% -$2.06M 0.14% 134
2019
Q3 		$2.94M Sell
117,101
-28,361
-19% -$722K 0.44% 59
2019
Q2 		$3.82M Sell
145,462
-65,113
-31% -$1.69M 0.6% 44
2019
Q1 		$5.48M Buy
210,575
+10,346
+5% +$262K 1.24% 21
2018
Q4 		$4.71M Sell
200,229
-65,953
-25% -$1.6M 1.36% 16
2018
Q3 		$6.84M Buy
266,182
+10,535
+4% +$273K 1.79% 10
2018
Q2 		$6.62M Buy
255,647
+78,754
+45% +$2.16M 1.85% 9
2018
Q1 		$5.08M Buy
176,893
+86,482
+96% +$2.53M 1.54% 15
2017
Q4 		$2.53M Buy
90,411
+42,303
+88% +$1.17M 0.78% 36
2017
Q3 		$1.29M Buy
48,108
+1,469
+3% +$38.9K 0.43% 59
2017
Q2 		$1.16M Sell
46,639
-4,280
-8% -$105K 0.4% 69
2017
Q1 		$1.22M Buy
50,919
+38,338
+305% +$893K 0.45% 56
2016
Q4 		$271K Buy
+12,581
New +$282K 0.11% 181

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 $56.3B AUM 17.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WealthSource Partners's SCHE Position: Q4 2020 in Review

WealthSource Partners sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q4 2020, closing a stake of 10,770 shares — an estimated $288K sold.

WealthSource Partners first reported a position in SCHE in Q4 2016 and held it in 16 quarters. The position peaked at $6.84M in Q3 2018. 638 funds tracked by Wall St. Rank hold SCHE as of Q4 2020.

  • WealthSource Partners reported no remaining Schwab Emerging Markets Equity ETF position as of Q4 2020 after selling out during the quarter.
  • WealthSource Partners sold 10,770 Schwab Emerging Markets Equity ETF shares in Q4 2020, an estimated $288K.
  • WealthSource Partners first reported a position in Schwab Emerging Markets Equity ETF in Q4 2016 and held it in 16 quarters.
  • WealthSource Partners's Schwab Emerging Markets Equity ETF position peaked at $6.84M in Q3 2018.
  • 638 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q4 2020.

Based on WealthSource Partners's 13F filing for Q4 2020, filed 12 Feb 2021.