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

Elgethun 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
2018
Q2 		– Sell
-54,487
Closed -$1.56M – 94
2018
Q1 		$1.56M Buy
+54,487
New +$1.6M 1.09% 34

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WF
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FTUS
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SFM
Signature Financial Management Norfolk, Virginia $416M AUM 8.59% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Elgethun Capital Management's SCHE Position: Q2 2018 in Review

Elgethun Capital Management sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q2 2018, closing a stake of 54,487 shares — an estimated $1.56M sold.

Elgethun Capital Management first reported a position in SCHE in Q1 2018 and held it in 1 quarter. The position peaked at $1.56M in Q1 2018. 424 funds tracked by Wall St. Rank hold SCHE as of Q2 2018.

  • Elgethun Capital Management reported no remaining Schwab Emerging Markets Equity ETF position as of Q2 2018 after selling out during the quarter.
  • Elgethun Capital Management sold 54,487 Schwab Emerging Markets Equity ETF shares in Q2 2018, an estimated $1.56M.
  • Elgethun Capital Management first reported a position in Schwab Emerging Markets Equity ETF in Q1 2018 and held it in 1 quarter.
  • Elgethun Capital Management's Schwab Emerging Markets Equity ETF position peaked at $1.56M in Q1 2018.
  • 424 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2018.

Based on Elgethun Capital Management's 13F filing for Q2 2018, filed 10 Aug 2018.