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Crow Point Partners’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Crow Point Partners’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
Q1 		– Sell
-14,599
Closed -$406K – 282
2017
Q4 		$406K Sell
14,599
-3,446
-19% -$95K 0.06% 104
2017
Q3 		$480K Buy
+18,045
New +$478K 0.08% 94

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HC
Hamilton Capital Columbus, Ohio $1.93B AUM
WF
WealthTrust Fairport Cleveland, Ohio $1.06B AUM 3.47% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
EHPM
Emery Howard Portfolio Management Burlingame, California $773M AUM 18.85% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
LYV
Live Your Vision West Conshohocken, Pennsylvania $330M AUM 2.28% 1-Year Est. Return

Crow Point Partners's SCHE Position: Q1 2018 in Review

Crow Point Partners sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q1 2018, closing a stake of 14,599 shares — an estimated $406K sold.

Crow Point Partners first reported a position in SCHE in Q3 2017 and held it in 2 quarters. The position peaked at $480K in Q3 2017. 424 funds tracked by Wall St. Rank hold SCHE as of Q1 2018.

  • Crow Point Partners reported no remaining Schwab Emerging Markets Equity ETF position as of Q1 2018 after selling out during the quarter.
  • Crow Point Partners sold 14,599 Schwab Emerging Markets Equity ETF shares in Q1 2018, an estimated $406K.
  • Crow Point Partners first reported a position in Schwab Emerging Markets Equity ETF in Q3 2017 and held it in 2 quarters.
  • Crow Point Partners's Schwab Emerging Markets Equity ETF position peaked at $480K in Q3 2017.
  • 424 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2018.

Based on Crow Point Partners's 13F filing for Q1 2018, filed 10 Apr 2018.