Acorn Wealth Advisors’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Acorn Wealth 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
2018 Q4	–	Sell	-8,464	Closed	-$208K	–	123
2018 Q3	$208K	Hold	8,464	–	–	0.21%	112
2018 Q2	$217K	Hold	8,464	–	–	0.18%	104
2018 Q1	$238K	Sell	8,464 -51	-0.6%	-$1.49K	0.21%	97
2017 Q4	$248K	Buy	+8,515	New	+$235K	0.23%	86

Other funds holding SCHE

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

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

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

SFM

Signature Financial Management Norfolk, Virginia $416M AUM 8.59% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Acorn Wealth Advisors's SCHE Position: Q4 2018 in Review

Acorn Wealth Advisors sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q4 2018, closing a stake of 8,464 shares — an estimated $208K sold.

Acorn Wealth Advisors first reported a position in SCHE in Q4 2017 and held it in 4 quarters. The position peaked at $248K in Q4 2017. 494 funds tracked by Wall St. Rank hold SCHE as of Q4 2018.

Acorn Wealth Advisors reported no remaining Schwab Emerging Markets Equity ETF position as of Q4 2018 after selling out during the quarter.
Acorn Wealth Advisors sold 8,464 Schwab Emerging Markets Equity ETF shares in Q4 2018, an estimated $208K.
Acorn Wealth Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q4 2017 and held it in 4 quarters.
Acorn Wealth Advisors's Schwab Emerging Markets Equity ETF position peaked at $248K in Q4 2017.
494 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q4 2018.

Based on Acorn Wealth Advisors's 13F filing for Q4 2018, filed 4 Feb 2019.