1834 Investment Advisors’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

1834 Investment Advisors’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 Q2	–	Sell	-36	Closed	-$1K	–	451
2019 Q1	$1K	Buy	+36	New	+$912	﹤0.01%	401
2018 Q3	–	Sell	-322	Closed	-$8K	–	422
2018 Q2	$8K	Hold	322	–	–	﹤0.01%	381
2018 Q1	$9K	Sell	322 -642	-67%	-$18.8K	﹤0.01%	389
2017 Q4	$27K	Buy	+964	New	+$26.6K	﹤0.01%	339

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

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

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

1834 Investment Advisors's SCHE Position: Q2 2019 in Review

1834 Investment Advisors sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q2 2019, closing a stake of 36 shares — an estimated $1K sold.

1834 Investment Advisors first reported a position in SCHE in Q4 2017 and held it in 4 quarters. The position peaked at $27K in Q4 2017. 550 funds tracked by Wall St. Rank hold SCHE as of Q2 2019.

1834 Investment Advisors reported no remaining Schwab Emerging Markets Equity ETF position as of Q2 2019 after selling out during the quarter.
1834 Investment Advisors sold 36 Schwab Emerging Markets Equity ETF shares in Q2 2019, an estimated $1K.
1834 Investment Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q4 2017 and held it in 4 quarters.
1834 Investment Advisors's Schwab Emerging Markets Equity ETF position peaked at $27K in Q4 2017.
550 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2019.

Based on 1834 Investment Advisors's 13F filing for Q2 2019, filed 30 Jul 2019.