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

Ancora Family 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
2016 Q3	$1.16M	Buy	50,476 +1,725	+4%	+$39K	0.4%	76
2016 Q2	$1.04M	Buy	48,751 +719	+1%	+$14.8K	0.39%	72
2016 Q1	$998K	Buy	48,032 +10,341	+27%	+$194K	0.41%	77
2015 Q4	$735K	Buy	37,691 +6,644	+21%	+$139K	0.31%	99
2015 Q3	$628K	Buy	+31,047	New	+$679K	0.26%	108

Other funds holding SCHE

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

EHPM

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

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return

LYV

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

Ancora Family Wealth Advisors's SCHE Position: Q3 2016 in Review

Ancora Family Wealth Advisors increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 3.5% in Q3 2016, buying an estimated $39K and bringing the position to 50,476 shares worth $1.16M. The position accounts for 0.4% of the portfolio, ranked #76.

Ancora Family Wealth Advisors first reported a position in SCHE in Q3 2015 and has held it in 5 quarters since. 217 funds tracked by Wall St. Rank hold SCHE as of Q3 2016.

Ancora Family Wealth Advisors held 50,476 shares of Schwab Emerging Markets Equity ETF worth $1.16M as of Q3 2016.
Ancora Family Wealth Advisors bought 1,725 Schwab Emerging Markets Equity ETF shares in Q3 2016, an estimated $39K.
Schwab Emerging Markets Equity ETF made up 0.4% of Ancora Family Wealth Advisors's portfolio in Q3 2016, its #76 holding.
Ancora Family Wealth Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q3 2015 and has held it in 5 quarters since.
217 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2016.

Based on Ancora Family Wealth Advisors's 13F filing for Q3 2016, filed 4 Nov 2016.