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

Cornerstone 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
2018
Q3 		– Sell
-17,178
Closed -$445K – 49
2018
Q2 		$445K Hold
17,178
– – 0.26% 37
2018
Q1 		$493K Buy
+17,178
New +$503K 0.28% 34

Other funds holding SCHE

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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 $1.78B AUM 13.07% 1-Year Est. Return
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 $67.3B AUM 21.9% 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

Cornerstone Management's SCHE Position: Q3 2018 in Review

Cornerstone Management sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q3 2018, closing a stake of 17,178 shares — an estimated $445K sold.

Cornerstone Management first reported a position in SCHE in Q1 2018 and held it in 2 quarters. The position peaked at $493K in Q1 2018. 432 funds tracked by Wall St. Rank hold SCHE as of Q3 2018.

  • Cornerstone Management reported no remaining Schwab Emerging Markets Equity ETF position as of Q3 2018 after selling out during the quarter.
  • Cornerstone Management sold 17,178 Schwab Emerging Markets Equity ETF shares in Q3 2018, an estimated $445K.
  • Cornerstone Management first reported a position in Schwab Emerging Markets Equity ETF in Q1 2018 and held it in 2 quarters.
  • Cornerstone Management's Schwab Emerging Markets Equity ETF position peaked at $493K in Q1 2018.
  • 432 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2018.

Based on Cornerstone Management's 13F filing for Q3 2018, filed 26 May 2023.