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Arcadia Investment Advisors’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Arcadia Investment 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
Q3 		– Sell
-244
Closed -$6.32K – 67
2018
Q2 		$6.32K Hold
244
– – 0.01% 58
2018
Q1 		$7K Hold
244
– – 0.01% 46
2017
Q4 		$6.82K Buy
+244
New +$6.73K 0.01% 52

Other funds holding SCHE

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
WF
WealthTrust Fairport Cleveland, Ohio $1.06B AUM 3.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
EHPM
Emery Howard Portfolio Management Burlingame, California $773M AUM 18.85% 1-Year Est. Return
LYV
Live Your Vision West Conshohocken, Pennsylvania $330M AUM 2.28% 1-Year Est. Return

Arcadia Investment Advisors's SCHE Position: Q3 2018 in Review

Arcadia Investment Advisors sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q3 2018, closing a stake of 244 shares — an estimated $6.32K sold.

Arcadia Investment Advisors first reported a position in SCHE in Q4 2017 and held it in 3 quarters. The position peaked at $7K in Q1 2018. 432 funds tracked by Wall St. Rank hold SCHE as of Q3 2018.

  • Arcadia Investment Advisors reported no remaining Schwab Emerging Markets Equity ETF position as of Q3 2018 after selling out during the quarter.
  • Arcadia Investment Advisors sold 244 Schwab Emerging Markets Equity ETF shares in Q3 2018, an estimated $6.32K.
  • Arcadia Investment Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q4 2017 and held it in 3 quarters.
  • Arcadia Investment Advisors's Schwab Emerging Markets Equity ETF position peaked at $7K in Q1 2018.
  • 432 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2018.

Based on Arcadia Investment Advisors's 13F filing for Q3 2018, filed 19 Dec 2024.