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Badgley, Phelps & Bell’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Badgley, Phelps & Bell’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
-48,003
Closed -$1.13M – 205
2018
Q4 		$1.13M Buy
+48,003
New +$1.16M 0.08% 116

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 $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
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

Badgley, Phelps & Bell's SCHE Position: Q1 2019 in Review

Badgley, Phelps & Bell sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q1 2019, closing a stake of 48,003 shares — an estimated $1.13M sold.

Badgley, Phelps & Bell first reported a position in SCHE in Q4 2018 and held it in 1 quarter. The position peaked at $1.13M in Q4 2018. 538 funds tracked by Wall St. Rank hold SCHE as of Q1 2019.

  • Badgley, Phelps & Bell reported no remaining Schwab Emerging Markets Equity ETF position as of Q1 2019 after selling out during the quarter.
  • Badgley, Phelps & Bell sold 48,003 Schwab Emerging Markets Equity ETF shares in Q1 2019, an estimated $1.13M.
  • Badgley, Phelps & Bell first reported a position in Schwab Emerging Markets Equity ETF in Q4 2018 and held it in 1 quarter.
  • Badgley, Phelps & Bell's Schwab Emerging Markets Equity ETF position peaked at $1.13M in Q4 2018.
  • 538 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2019.

Based on Badgley, Phelps & Bell's 13F filing for Q1 2019, filed 6 May 2019.