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Crosspoint Capital Strategies’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Crosspoint Capital Strategies’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
-1,460
Closed -$30K – 1164
2015
Q3 		$30K Buy
1,460
+200
+16% +$4.38K 0.03% 305
2015
Q2 		$31K Hold
1,260
– – 0.01% 385
2015
Q1 		$31K Sell
1,260
-1,729
-58% -$42K 0.02% 297
2014
Q4 		$71K Buy
2,989
+466
+18% +$11.6K 0.02% 319
2014
Q3 		$64K Buy
2,523
+1,915
+315% +$51.4K 0.05% 193
2014
Q2 		$17K Sell
608
-3,532
-85% -$89.1K 0.01% 354
2014
Q1 		$101K Hold
4,140
– – 0.04% 184
2013
Q4 		$96K Buy
+4,140
New +$104K 0.03% 198

Other funds holding SCHE

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $3.63B AUM 17.91% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
BO
BRR OpCo Columbus, Ohio $814M AUM 9.75% 1-Year Est. Return

Crosspoint Capital Strategies's SCHE Position: Q4 2015 in Review

Crosspoint Capital Strategies sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q4 2015, closing a stake of 1,460 shares — an estimated $30K sold.

Crosspoint Capital Strategies first reported a position in SCHE in Q4 2013 and held it in 8 quarters. The position peaked at $101K in Q1 2014. 185 funds tracked by Wall St. Rank hold SCHE as of Q4 2015.

  • Crosspoint Capital Strategies reported no remaining Schwab Emerging Markets Equity ETF position as of Q4 2015 after selling out during the quarter.
  • Crosspoint Capital Strategies sold 1,460 Schwab Emerging Markets Equity ETF shares in Q4 2015, an estimated $30K.
  • Crosspoint Capital Strategies first reported a position in Schwab Emerging Markets Equity ETF in Q4 2013 and held it in 8 quarters.
  • Crosspoint Capital Strategies's Schwab Emerging Markets Equity ETF position peaked at $101K in Q1 2014.
  • 185 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q4 2015.

Based on Crosspoint Capital Strategies's 13F filing for Q4 2015, filed 16 Feb 2016.