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Founders Bank & Trust’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Founders Bank & Trust’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
2014
Q1 		– Sell
-119
Closed -$3K – 383
2013
Q4 		$3K Buy
+119
New +$2.99K ﹤0.01% 366

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VCM
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HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
BL
BCWM LLC Overland Park, Kansas $353M AUM 20.1% 1-Year Est. Return
KFA
Kays Financial Advisory Atlanta, Georgia $624M AUM 9.93% 1-Year Est. Return
3AM
3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
ACM
Alpha Capital Management Austin, Texas $690M AUM 22.82% 1-Year Est. Return

Founders Bank & Trust's SCHE Position: Q1 2014 in Review

Founders Bank & Trust sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q1 2014, closing a stake of 119 shares — an estimated $3K sold.

Founders Bank & Trust first reported a position in SCHE in Q4 2013 and held it in 1 quarter. The position peaked at $3K in Q4 2013. 108 funds tracked by Wall St. Rank hold SCHE as of Q1 2014.

  • Founders Bank & Trust reported no remaining Schwab Emerging Markets Equity ETF position as of Q1 2014 after selling out during the quarter.
  • Founders Bank & Trust sold 119 Schwab Emerging Markets Equity ETF shares in Q1 2014, an estimated $3K.
  • Founders Bank & Trust first reported a position in Schwab Emerging Markets Equity ETF in Q4 2013 and held it in 1 quarter.
  • Founders Bank & Trust's Schwab Emerging Markets Equity ETF position peaked at $3K in Q4 2013.
  • 108 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2014.

Based on Founders Bank & Trust's 13F filing for Q1 2014, filed 17 Apr 2014.