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Buffington Mohr McNeal’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Buffington Mohr McNeal’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
-120
Closed -$3K – 281
2019
Q1 		$3K Buy
+120
New +$3.04K ﹤0.01% 330

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
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

Buffington Mohr McNeal's SCHE Position: Q2 2019 in Review

Buffington Mohr McNeal sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q2 2019, closing a stake of 120 shares — an estimated $3K sold.

Buffington Mohr McNeal first reported a position in SCHE in Q1 2019 and held it in 1 quarter. The position peaked at $3K in Q1 2019. 550 funds tracked by Wall St. Rank hold SCHE as of Q2 2019.

  • Buffington Mohr McNeal reported no remaining Schwab Emerging Markets Equity ETF position as of Q2 2019 after selling out during the quarter.
  • Buffington Mohr McNeal sold 120 Schwab Emerging Markets Equity ETF shares in Q2 2019, an estimated $3K.
  • Buffington Mohr McNeal first reported a position in Schwab Emerging Markets Equity ETF in Q1 2019 and held it in 1 quarter.
  • Buffington Mohr McNeal's Schwab Emerging Markets Equity ETF position peaked at $3K in Q1 2019.
  • 550 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2019.

Based on Buffington Mohr McNeal's 13F filing for Q2 2019, filed 31 Jul 2019.