Whitnell & Co’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Whitnell & Co’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	$20K	Hold	732	–	–	0.01%	237
2019 Q3	$18K	Buy	732 +19	+3%	+$483	0.01%	238
2019 Q2	$19K	Hold	713	–	–	0.01%	216
2019 Q1	$19K	Buy	713 +15	+2%	+$380	0.01%	218
2018 Q4	$16K	Buy	+698	New	+$16.9K	0.01%	216
2017 Q1	–	Sell	-18	Closed	–	–	340
2016 Q4	$0	Hold	18	–	–	﹤0.01%	406
2016 Q3	$0	Hold	18	–	–	﹤0.01%	385
2016 Q2	$0	Hold	18	–	–	﹤0.01%	388
2016 Q1	$0	Buy	18 +10	+125%	+$188	﹤0.01%	410
2015 Q4	$0	Hold	8	–	–	﹤0.01%	404
2015 Q3	$0	Hold	8	–	–	﹤0.01%	398
2015 Q2	$0	Hold	8	–	–	﹤0.01%	261
2015 Q1	$0	Hold	8	–	–	﹤0.01%	272
2014 Q4	$0	Hold	8	–	–	﹤0.01%	276
2014 Q3	$0	Hold	8	–	–	﹤0.01%	281
2014 Q2	$0	Buy	+8	New	+$202	﹤0.01%	287

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

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

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

Hamilton Capital Columbus, Ohio $1.93B AUM

GSWM

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

Whitnell & Co's SCHE Position: Q4 2019 in Review

Whitnell & Co held its Schwab Emerging Markets Equity ETF (SCHE) position steady in Q4 2019 at 732 shares worth $20K. The position accounts for 0.01% of the portfolio, ranked #237.

Whitnell & Co first reported a position in SCHE in Q2 2014 and has held it in 16 quarters since. 642 funds tracked by Wall St. Rank hold SCHE as of Q4 2019.

Whitnell & Co held 732 shares of Schwab Emerging Markets Equity ETF worth $20K as of Q4 2019.
Whitnell & Co left its Schwab Emerging Markets Equity ETF share count unchanged in Q4 2019.
Schwab Emerging Markets Equity ETF made up 0.01% of Whitnell & Co's portfolio in Q4 2019, its #237 holding.
Whitnell & Co first reported a position in Schwab Emerging Markets Equity ETF in Q2 2014 and has held it in 16 quarters since.
642 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q4 2019.

Based on Whitnell & Co's 13F filing for Q4 2019, filed 11 Feb 2020.