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D. Scott Neal’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

D. Scott Neal’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
Q2 		– Sell
-30,335
Closed -$871K – 143
2018
Q1 		$871K Buy
+30,335
New +$889K 0.49% 23

Other funds holding SCHE

CSIA
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 $2.02B AUM
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 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

D. Scott Neal's SCHE Position: Q2 2018 in Review

D. Scott Neal sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q2 2018, closing a stake of 30,335 shares — an estimated $871K sold.

D. Scott Neal first reported a position in SCHE in Q1 2018 and held it in 1 quarter. The position peaked at $871K in Q1 2018. 424 funds tracked by Wall St. Rank hold SCHE as of Q2 2018.

  • D. Scott Neal reported no remaining Schwab Emerging Markets Equity ETF position as of Q2 2018 after selling out during the quarter.
  • D. Scott Neal sold 30,335 Schwab Emerging Markets Equity ETF shares in Q2 2018, an estimated $871K.
  • D. Scott Neal first reported a position in Schwab Emerging Markets Equity ETF in Q1 2018 and held it in 1 quarter.
  • D. Scott Neal's Schwab Emerging Markets Equity ETF position peaked at $871K in Q1 2018.
  • 424 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2018.

Based on D. Scott Neal's 13F filing for Q2 2018, filed 15 Aug 2018.