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Arbor Wealth Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Arbor Wealth Management’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
Q2 		– Sell
-53
Closed -$1K – 236
2019
Q1 		$1K Hold
53
– – ﹤0.01% 190
2018
Q4 		$1K Buy
+53
New +$1.28K ﹤0.01% 179

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Creative Planning
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MG
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Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Arbor Wealth Management's SCHE Position: Q2 2019 in Review

Arbor Wealth Management sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q2 2019, closing a stake of 53 shares — an estimated $1K sold.

Arbor Wealth Management first reported a position in SCHE in Q4 2018 and held it in 2 quarters. The position peaked at $1K in Q1 2019. 550 funds tracked by Wall St. Rank hold SCHE as of Q2 2019.

  • Arbor Wealth Management reported no remaining Schwab Emerging Markets Equity ETF position as of Q2 2019 after selling out during the quarter.
  • Arbor Wealth Management sold 53 Schwab Emerging Markets Equity ETF shares in Q2 2019, an estimated $1K.
  • Arbor Wealth Management first reported a position in Schwab Emerging Markets Equity ETF in Q4 2018 and held it in 2 quarters.
  • Arbor Wealth Management's Schwab Emerging Markets Equity ETF position peaked at $1K in Q1 2019.
  • 550 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2019.

Based on Arbor Wealth Management's 13F filing for Q2 2019, filed 16 Jul 2019.