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Bluefin Capital Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Bluefin Capital 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
2015
Q3 		– Sell
-38,750
Closed -$952K – 585
2015
Q2 		$952K Buy
+38,750
New +$992K 0.06% 222
2014
Q4 		– Sell
-67,788
Closed -$1.72M – 877
2014
Q3 		$1.72M Buy
+67,788
New +$1.82M 0.09% 205

Other funds holding SCHE

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
F
FutureAdvisor San Francisco, California $617M AUM 6.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $3.63B AUM 17.91% 1-Year Est. Return
BJ
Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 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 $3.11B AUM 20.67% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BL
BCWM LLC Overland Park, Kansas $353M AUM 20.1% 1-Year Est. Return

Bluefin Capital Management's SCHE Position: Q3 2015 in Review

Bluefin Capital Management sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q3 2015, closing a stake of 38,750 shares — an estimated $952K sold.

Bluefin Capital Management first reported a position in SCHE in Q3 2014 and held it in 2 quarters. The position peaked at $1.72M in Q3 2014. 168 funds tracked by Wall St. Rank hold SCHE as of Q3 2015.

  • Bluefin Capital Management reported no remaining Schwab Emerging Markets Equity ETF position as of Q3 2015 after selling out during the quarter.
  • Bluefin Capital Management sold 38,750 Schwab Emerging Markets Equity ETF shares in Q3 2015, an estimated $952K.
  • Bluefin Capital Management first reported a position in Schwab Emerging Markets Equity ETF in Q3 2014 and held it in 2 quarters.
  • Bluefin Capital Management's Schwab Emerging Markets Equity ETF position peaked at $1.72M in Q3 2014.
  • 168 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2015.

Based on Bluefin Capital Management's 13F filing for Q3 2015, filed 16 Nov 2015.