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

Donaldson Capital 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
2019
Q1 		– Sell
-16,842
Closed -$396K – 179
2018
Q4 		$396K Sell
16,842
-4,000
-19% -$96.9K 0.04% 113
2018
Q3 		$536K Buy
+20,842
New +$540K 0.05% 114

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Creative Planning
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MG
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Charles Schwab
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WF
WealthTrust Fairport Cleveland, Ohio $1.06B AUM 3.47% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Donaldson Capital Management's SCHE Position: Q1 2019 in Review

Donaldson Capital Management sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q1 2019, closing a stake of 16,842 shares — an estimated $396K sold.

Donaldson Capital Management first reported a position in SCHE in Q3 2018 and held it in 2 quarters. The position peaked at $536K in Q3 2018. 538 funds tracked by Wall St. Rank hold SCHE as of Q1 2019.

  • Donaldson Capital Management reported no remaining Schwab Emerging Markets Equity ETF position as of Q1 2019 after selling out during the quarter.
  • Donaldson Capital Management sold 16,842 Schwab Emerging Markets Equity ETF shares in Q1 2019, an estimated $396K.
  • Donaldson Capital Management first reported a position in Schwab Emerging Markets Equity ETF in Q3 2018 and held it in 2 quarters.
  • Donaldson Capital Management's Schwab Emerging Markets Equity ETF position peaked at $536K in Q3 2018.
  • 538 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2019.

Based on Donaldson Capital Management's 13F filing for Q1 2019, filed 1 Apr 2019.