Accurate Investment Solutions’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Accurate Investment Solutions’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
2018 Q3	–	Sell	-2,188	Closed	-$57K	–	491
2018 Q2	$57K	Buy	+2,188	New	+$60.1K	0.04%	135
2018 Q1	–	Sell	-5,417	Closed	-$151K	–	526
2017 Q4	$151K	Hold	5,417	–	–	0.11%	75
2017 Q3	$146K	Sell	5,417 -3,372	-38%	-$89.3K	0.11%	76
2017 Q2	$218K	Buy	+8,789	New	+$216K	0.18%	53

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

Hamilton Capital Columbus, Ohio $2.02B AUM

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

WealthTrust Fairport Cleveland, Ohio $1.06B AUM 3.47% 1-Year Est. Return

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

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

UCFA

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

EHPM

Emery Howard Portfolio Management Burlingame, California $773M AUM 18.85% 1-Year Est. Return

LYV

Live Your Vision West Conshohocken, Pennsylvania $330M AUM 2.28% 1-Year Est. Return

Accurate Investment Solutions's SCHE Position: Q3 2018 in Review

Accurate Investment Solutions sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q3 2018, closing a stake of 2,188 shares — an estimated $57K sold.

Accurate Investment Solutions first reported a position in SCHE in Q2 2017 and held it in 4 quarters. The position peaked at $218K in Q2 2017. 432 funds tracked by Wall St. Rank hold SCHE as of Q3 2018.

Accurate Investment Solutions reported no remaining Schwab Emerging Markets Equity ETF position as of Q3 2018 after selling out during the quarter.
Accurate Investment Solutions sold 2,188 Schwab Emerging Markets Equity ETF shares in Q3 2018, an estimated $57K.
Accurate Investment Solutions first reported a position in Schwab Emerging Markets Equity ETF in Q2 2017 and held it in 4 quarters.
Accurate Investment Solutions's Schwab Emerging Markets Equity ETF position peaked at $218K in Q2 2017.
432 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2018.

Based on Accurate Investment Solutions's 13F filing for Q3 2018, filed 5 Oct 2018.