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

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

Hamilton Capital Columbus, Ohio $2.02B AUM

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

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

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

Zions Bancorporation's SCHE Position: Q3 2020 in Review

Zions Bancorporation sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q3 2020, closing a stake of 232 shares — an estimated $6K sold.

Zions Bancorporation first reported a position in SCHE in Q2 2017 and held it in 10 quarters. The position peaked at $574K in Q1 2018. 584 funds tracked by Wall St. Rank hold SCHE as of Q3 2020.

Zions Bancorporation reported no remaining Schwab Emerging Markets Equity ETF position as of Q3 2020 after selling out during the quarter.
Zions Bancorporation sold 232 Schwab Emerging Markets Equity ETF shares in Q3 2020, an estimated $6K.
Zions Bancorporation first reported a position in Schwab Emerging Markets Equity ETF in Q2 2017 and held it in 10 quarters.
Zions Bancorporation's Schwab Emerging Markets Equity ETF position peaked at $574K in Q1 2018.
584 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2020.

Based on Zions Bancorporation's 13F filing for Q3 2020, filed 13 Nov 2020.