AFWA
SCHE icon

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

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
FIM
Frontier Investment Management Dallas, Texas $1.62B AUM 1.86% 1-Year Est. Return
WF
WealthTrust Fairport Cleveland, Ohio $1.06B AUM 3.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Charles Schwab
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
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
JFG
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

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. 216 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.
  • 216 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.