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

CSIA

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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

GSWM

Golden State Wealth Management Santa Ana, California $1.1B AUM 27.5% 1-Year Est. Return

Whitener Capital Management's SCHE Position: Q4 2019 in Review

Whitener Capital Management sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q4 2019, closing a stake of 93 shares — an estimated $2K sold.

Whitener Capital Management first reported a position in SCHE in Q4 2017 and held it in 7 quarters. The position peaked at $2K in Q3 2019. 642 funds tracked by Wall St. Rank hold SCHE as of Q4 2019.

Whitener Capital Management reported no remaining Schwab Emerging Markets Equity ETF position as of Q4 2019 after selling out during the quarter.
Whitener Capital Management sold 93 Schwab Emerging Markets Equity ETF shares in Q4 2019, an estimated $2K.
Whitener Capital Management first reported a position in Schwab Emerging Markets Equity ETF in Q4 2017 and held it in 7 quarters.
Whitener Capital Management's Schwab Emerging Markets Equity ETF position peaked at $2K in Q3 2019.
642 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q4 2019.

Based on Whitener Capital Management's 13F filing for Q4 2019, filed 12 Feb 2020.