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Wealthspire Advisors (Maryland)’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Wealthspire Advisors (Maryland)’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 		$7.1M Sell
265,272
-12,751
-5% -$341K 0.25% 55
2020
Q2 		$6.77M Sell
278,023
-127,617
-31% -$2.9M 0.48% 33
2020
Q1 		$8.39M Sell
405,640
-284,906
-41% -$7.13M 0.73% 24
2019
Q4 		$18.9M Sell
690,546
-286,433
-29% -$7.55M 1.27% 16
2019
Q3 		$24.6M Buy
976,979
+46,703
+5% +$1.19M 1.8% 12
2019
Q2 		$24.4M Buy
930,276
+78,170
+9% +$2.02M 1.83% 12
2019
Q1 		$22.2M Buy
852,106
+20,061
+2% +$508K 1.67% 12
2018
Q4 		$19.6M Buy
832,045
+277,005
+50% +$6.71M 1.74% 12
2018
Q3 		$14.3M Buy
555,040
+118,336
+27% +$3.07M 1.18% 16
2018
Q2 		$11.3M Buy
436,704
+33,000
+8% +$907K 1.02% 17
2018
Q1 		$11.6M Buy
403,704
+68,140
+20% +$2M 1.09% 17
2017
Q4 		$9.38M Buy
335,564
+66,854
+25% +$1.84M 0.91% 17
2017
Q3 		$7.23M Buy
268,710
+5,662
+2% +$150K 0.79% 22
2017
Q2 		$6.54M Buy
263,048
+25,483
+11% +$626K 0.77% 23
2017
Q1 		$5.69M Buy
237,565
+9,954
+4% +$232K 0.81% 21
2016
Q4 		$4.91M Sell
227,611
-2,608
-1% -$58.4K 0.73% 24
2016
Q3 		$5.31M Buy
230,219
+7,553
+3% +$171K 0.83% 20
2016
Q2 		$4.74M Buy
222,666
+13,309
+6% +$274K 0.79% 22
2016
Q1 		$4.35M Buy
209,357
+17,025
+9% +$320K 0.77% 22
2015
Q4 		$3.75M Buy
+192,332
New +$4.03M 0.7% 24

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 $11.5B AUM 18.82% 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
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s SCHE Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 4.6% in Q3 2020, selling an estimated $341K and leaving 265,272 shares worth $7.1M. The position accounts for 0.25% of the portfolio, ranked #55.

Wealthspire Advisors (Maryland) first reported a position in SCHE in Q4 2015 and has held it in 20 quarters since. The position peaked at $24.6M in Q3 2019. 584 funds tracked by Wall St. Rank hold SCHE as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 265,272 shares of Schwab Emerging Markets Equity ETF worth $7.1M as of Q3 2020.
  • Wealthspire Advisors (Maryland) sold 12,751 Schwab Emerging Markets Equity ETF shares in Q3 2020, an estimated $341K.
  • Schwab Emerging Markets Equity ETF made up 0.25% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #55 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Schwab Emerging Markets Equity ETF in Q4 2015 and has held it in 20 quarters since.
  • Wealthspire Advisors (Maryland)'s Schwab Emerging Markets Equity ETF position peaked at $24.6M in Q3 2019.
  • 584 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.