Zions Bancorporation’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Zions Bancorporation’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	–	Sell	-232	Closed	-$6K	–	1054
2020 Q2	$6K	Hold	232	–	–	﹤0.01%	725
2020 Q1	$5K	Sell	232 -970	-81%	-$24.3K	﹤0.01%	707
2019 Q4	$33K	Sell	1,202 -3,435	-74%	-$90.5K	﹤0.01%	502
2019 Q3	$117K	Hold	4,637	–	–	0.02%	317
2019 Q2	$122K	Hold	4,637	–	–	0.02%	284
2019 Q1	$121K	Buy	+4,637	New	+$117K	0.02%	289
2018 Q2	–	Sell	-20,000	Closed	-$574K	–	661
2018 Q1	$574K	Hold	20,000	–	–	0.13%	65
2017 Q4	$559K	Hold	20,000	–	–	0.1%	86
2017 Q3	$538K	Hold	20,000	–	–	0.08%	147
2017 Q2	$497K	Buy	+20,000	New	+$492K	0.09%	109

Other funds holding SCHE

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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

Hamilton Capital Columbus, Ohio $1.93B AUM

HighTower Advisors

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

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Heartwood Wealth Advisors Richmond, Virginia $1.15B AUM 20.99% 1-Year Est. Return

Wealth Enhancement Advisory Services

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