Evercore Wealth Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Evercore Wealth 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 Q1	–	Sell	-1,491	Closed	-$42K	–	710
2017 Q4	$42K	Hold	1,491	–	–	﹤0.01%	608
2017 Q3	$40K	Hold	1,491	–	–	﹤0.01%	605
2017 Q2	$37K	Hold	1,491	–	–	﹤0.01%	621
2017 Q1	$36K	Buy	+1,491	New	+$34.7K	﹤0.01%	655
2016 Q1	–	Sell	-106	Closed	-$2K	–	1001
2015 Q4	$2K	Buy	+106	New	+$2.22K	﹤0.01%	977

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

Hamilton Capital Columbus, Ohio $1.93B AUM

WealthTrust Fairport Cleveland, Ohio $1.06B AUM 3.47% 1-Year Est. Return

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

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

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

Evercore Wealth Management's SCHE Position: Q1 2018 in Review

Evercore Wealth Management sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q1 2018, closing a stake of 1,491 shares — an estimated $42K sold.

Evercore Wealth Management first reported a position in SCHE in Q4 2015 and held it in 5 quarters. The position peaked at $42K in Q4 2017. 424 funds tracked by Wall St. Rank hold SCHE as of Q1 2018.

Evercore Wealth Management reported no remaining Schwab Emerging Markets Equity ETF position as of Q1 2018 after selling out during the quarter.
Evercore Wealth Management sold 1,491 Schwab Emerging Markets Equity ETF shares in Q1 2018, an estimated $42K.
Evercore Wealth Management first reported a position in Schwab Emerging Markets Equity ETF in Q4 2015 and held it in 5 quarters.
Evercore Wealth Management's Schwab Emerging Markets Equity ETF position peaked at $42K in Q4 2017.
424 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2018.

Based on Evercore Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.