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

CapWealth 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
2018 Q4	–	Sell	-10,653	Closed	-$274K	–	109
2018 Q3	$274K	Hold	10,653	–	–	0.05%	98
2018 Q2	$276K	Hold	10,653	–	–	0.05%	92
2018 Q1	$306K	Buy	+10,653	New	+$312K	0.06%	86

Other funds holding SCHE

CSIA

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

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

WealthTrust Fairport Cleveland, Ohio $1.06B AUM 3.47% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SFM

Signature Financial Management Norfolk, Virginia $416M AUM 8.59% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

CapWealth Advisors's SCHE Position: Q4 2018 in Review

CapWealth Advisors sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q4 2018, closing a stake of 10,653 shares — an estimated $274K sold.

CapWealth Advisors first reported a position in SCHE in Q1 2018 and held it in 3 quarters. The position peaked at $306K in Q1 2018. 494 funds tracked by Wall St. Rank hold SCHE as of Q4 2018.

CapWealth Advisors reported no remaining Schwab Emerging Markets Equity ETF position as of Q4 2018 after selling out during the quarter.
CapWealth Advisors sold 10,653 Schwab Emerging Markets Equity ETF shares in Q4 2018, an estimated $274K.
CapWealth Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q1 2018 and held it in 3 quarters.
CapWealth Advisors's Schwab Emerging Markets Equity ETF position peaked at $306K in Q1 2018.
494 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q4 2018.

Based on CapWealth Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.