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American Economic Planning Group’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

American Economic Planning Group’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
Q1 		– Sell
-8,916
Closed -$210K – 90
2018
Q4 		$210K Buy
+8,916
New +$216K 0.07% 76

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Creative Planning
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MG
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Charles Schwab
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WF
WealthTrust Fairport Cleveland, Ohio $1.06B AUM 3.47% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

American Economic Planning Group's SCHE Position: Q1 2019 in Review

American Economic Planning Group sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q1 2019, closing a stake of 8,916 shares — an estimated $210K sold.

American Economic Planning Group first reported a position in SCHE in Q4 2018 and held it in 1 quarter. The position peaked at $210K in Q4 2018. 538 funds tracked by Wall St. Rank hold SCHE as of Q1 2019.

  • American Economic Planning Group reported no remaining Schwab Emerging Markets Equity ETF position as of Q1 2019 after selling out during the quarter.
  • American Economic Planning Group sold 8,916 Schwab Emerging Markets Equity ETF shares in Q1 2019, an estimated $210K.
  • American Economic Planning Group first reported a position in Schwab Emerging Markets Equity ETF in Q4 2018 and held it in 1 quarter.
  • American Economic Planning Group's Schwab Emerging Markets Equity ETF position peaked at $210K in Q4 2018.
  • 538 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2019.

Based on American Economic Planning Group's 13F filing for Q1 2019, filed 15 May 2019.