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

Whitener 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
2019 Q4	–	Sell	-93	Closed	-$2K	–	363
2019 Q3	$2K	Hold	93	–	–	﹤0.01%	449
2019 Q2	$2K	Buy	93 +4	+4%	+$104	﹤0.01%	440
2019 Q1	$2K	Buy	89 +19	+27%	+$481	﹤0.01%	437
2018 Q4	$1K	Buy	70 +7	+11%	+$170	﹤0.01%	425
2018 Q3	$1K	Buy	+63	New	+$1.63K	﹤0.01%	447
2018 Q2	–	Sell	-58	Closed	-$1K	–	341
2018 Q1	$1K	Buy	58 +12	+26%	+$352	﹤0.01%	453
2017 Q4	$1K	Buy	+46	New	+$1.27K	﹤0.01%	417

Other funds holding SCHE

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 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

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealth Enhancement Advisory Services

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

Hamilton Capital Columbus, Ohio $1.93B AUM

Golden State Wealth Management Santa Ana, California $915M AUM 19.16% 1-Year Est. Return