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Bridgeworth’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Bridgeworth’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
-925
Closed -$23K – 453
2018
Q2 		$23K Buy
+925
New +$25.4K 0.01% 365

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 $2.02B AUM
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 $59.8B AUM 29.42% 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

Bridgeworth's SCHE Position: Q3 2018 in Review

Bridgeworth sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q3 2018, closing a stake of 925 shares — an estimated $23K sold.

Bridgeworth first reported a position in SCHE in Q2 2018 and held it in 1 quarter. The position peaked at $23K in Q2 2018. 432 funds tracked by Wall St. Rank hold SCHE as of Q3 2018.

  • Bridgeworth reported no remaining Schwab Emerging Markets Equity ETF position as of Q3 2018 after selling out during the quarter.
  • Bridgeworth sold 925 Schwab Emerging Markets Equity ETF shares in Q3 2018, an estimated $23K.
  • Bridgeworth first reported a position in Schwab Emerging Markets Equity ETF in Q2 2018 and held it in 1 quarter.
  • Bridgeworth's Schwab Emerging Markets Equity ETF position peaked at $23K in Q2 2018.
  • 432 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2018.

Based on Bridgeworth's 13F filing for Q3 2018, filed 13 Nov 2018.