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

Exchange 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 Q4	–	Sell	-137	Closed	-$4K	–	235
2018 Q3	$4K	Hold	137	–	–	﹤0.01%	275
2018 Q2	$4K	Buy	137 +12	+10%	+$330	﹤0.01%	239
2018 Q1	$4K	Sell	125 -14	-10%	-$410	﹤0.01%	226
2017 Q4	$4K	Buy	139 +15	+12%	+$414	﹤0.01%	212
2017 Q3	$3K	Buy	+124	New	+$3.28K	﹤0.01%	233
2014 Q3	–	Sell	-695	Closed	-$18K	–	247
2014 Q2	$18K	Buy	+695	New	+$17.5K	0.01%	133

Other funds holding SCHE

CSIA

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

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

Exchange Capital Management's SCHE Position: Q4 2018 in Review

Exchange Capital Management sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q4 2018, closing a stake of 137 shares — an estimated $4K sold.

Exchange Capital Management first reported a position in SCHE in Q2 2014 and held it in 6 quarters. The position peaked at $18K in Q2 2014. 494 funds tracked by Wall St. Rank hold SCHE as of Q4 2018.

Exchange Capital Management reported no remaining Schwab Emerging Markets Equity ETF position as of Q4 2018 after selling out during the quarter.
Exchange Capital Management sold 137 Schwab Emerging Markets Equity ETF shares in Q4 2018, an estimated $4K.
Exchange Capital Management first reported a position in Schwab Emerging Markets Equity ETF in Q2 2014 and held it in 6 quarters.
Exchange Capital Management's Schwab Emerging Markets Equity ETF position peaked at $18K in Q2 2014.
494 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q4 2018.

Based on Exchange Capital Management's 13F filing for Q4 2018, filed 1 Feb 2019.