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

ETrade 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 Q4	–	Sell	-8,362	Closed	-$210K	–	836
2019 Q3	$210K	Buy	8,362 +348	+4%	+$8.86K	0.01%	766
2019 Q2	$210K	Sell	8,014 -1,062	-12%	-$27.5K	0.01%	758
2019 Q1	$236K	Sell	9,076 -20	-0.2%	-$507	0.01%	729
2018 Q4	$214K	Sell	9,096 -70	-0.8%	-$1.7K	0.01%	706
2018 Q3	$236K	Buy	9,166 +408	+5%	+$10.6K	0.01%	758
2018 Q2	$227K	Buy	+8,758	New	+$241K	0.01%	727
2014 Q2	–	Sell	-501	Closed	-$12K	–	647
2014 Q1	$12K	Buy	501 +65	+15%	+$1.51K	﹤0.01%	704
2013 Q4	$11K	Buy	+436	New	+$11K	﹤0.01%	704

Other funds holding SCHE

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

GSWM

Golden State Wealth Management Santa Ana, California $915M AUM 19.16% 1-Year Est. Return

ETrade Capital Management's SCHE Position: Q4 2019 in Review

ETrade Capital Management sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q4 2019, closing a stake of 8,362 shares — an estimated $210K sold.

ETrade Capital Management first reported a position in SCHE in Q4 2013 and held it in 8 quarters. The position peaked at $236K in Q1 2019. 642 funds tracked by Wall St. Rank hold SCHE as of Q4 2019.

ETrade Capital Management reported no remaining Schwab Emerging Markets Equity ETF position as of Q4 2019 after selling out during the quarter.
ETrade Capital Management sold 8,362 Schwab Emerging Markets Equity ETF shares in Q4 2019, an estimated $210K.
ETrade Capital Management first reported a position in Schwab Emerging Markets Equity ETF in Q4 2013 and held it in 8 quarters.
ETrade Capital Management's Schwab Emerging Markets Equity ETF position peaked at $236K in Q1 2019.
642 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q4 2019.

Based on ETrade Capital Management's 13F filing for Q4 2019, filed 7 Feb 2020.