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

Cambridge 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
2015 Q4	–	Sell	-13,291	Closed	-$269K	–	131
2015 Q3	$269K	Sell	13,291 -37	-0.3%	-$809	0.16%	110
2015 Q2	$328K	Buy	13,328 +1,570	+13%	+$40.2K	0.18%	99
2015 Q1	$286K	Sell	11,758 -46	-0.4%	-$1.12K	0.17%	104
2014 Q4	$282K	Buy	+11,804	New	+$295K	0.17%	107

Other funds holding SCHE

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

EHPM

Emery Howard Portfolio Management Burlingame, California $773M AUM 18.85% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

BRR OpCo Columbus, Ohio $814M AUM 9.75% 1-Year Est. Return

Cambridge Advisors's SCHE Position: Q4 2015 in Review

Cambridge Advisors sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q4 2015, closing a stake of 13,291 shares — an estimated $269K sold.

Cambridge Advisors first reported a position in SCHE in Q4 2014 and held it in 4 quarters. The position peaked at $328K in Q2 2015. 185 funds tracked by Wall St. Rank hold SCHE as of Q4 2015.

Cambridge Advisors reported no remaining Schwab Emerging Markets Equity ETF position as of Q4 2015 after selling out during the quarter.
Cambridge Advisors sold 13,291 Schwab Emerging Markets Equity ETF shares in Q4 2015, an estimated $269K.
Cambridge Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q4 2014 and held it in 4 quarters.
Cambridge Advisors's Schwab Emerging Markets Equity ETF position peaked at $328K in Q2 2015.
185 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q4 2015.

Based on Cambridge Advisors's 13F filing for Q4 2015, filed 28 Jan 2016.