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FutureAdvisor’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

FutureAdvisor’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
2015
Q3 		$17.8M Buy
879,722
+33,263
+4% +$728K 2.89% 15
2015
Q2 		$20.7M Buy
846,459
+298,021
+54% +$7.63M 3.63% 13
2015
Q1 		$13.4M Buy
548,438
+276,247
+101% +$6.71M 3.16% 14
2014
Q4 		$6.5M Buy
+272,191
New +$6.8M 2.21% 16

Other funds holding SCHE

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $3.63B AUM 17.91% 1-Year Est. Return
BJ
Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 1-Year Est. Return
EHPM
Emery Howard Portfolio Management Burlingame, California $773M AUM 18.85% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BL
BCWM LLC Overland Park, Kansas $353M AUM 20.1% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

FutureAdvisor's SCHE Position: Q3 2015 in Review

FutureAdvisor increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 3.9% in Q3 2015, buying an estimated $728K and bringing the position to 879,722 shares worth $17.8M. The position accounts for 2.89% of the portfolio, ranked #15.

FutureAdvisor first reported a position in SCHE in Q4 2014 and has held it in 4 quarters since. The position peaked at $20.7M in Q2 2015. 168 funds tracked by Wall St. Rank hold SCHE as of Q3 2015.

  • FutureAdvisor held 879,722 shares of Schwab Emerging Markets Equity ETF worth $17.8M as of Q3 2015.
  • FutureAdvisor bought 33,263 Schwab Emerging Markets Equity ETF shares in Q3 2015, an estimated $728K.
  • Schwab Emerging Markets Equity ETF made up 2.89% of FutureAdvisor's portfolio in Q3 2015, its #15 holding.
  • FutureAdvisor first reported a position in Schwab Emerging Markets Equity ETF in Q4 2014 and has held it in 4 quarters since.
  • FutureAdvisor's Schwab Emerging Markets Equity ETF position peaked at $20.7M in Q2 2015.
  • 168 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2015.

Based on FutureAdvisor's 13F filing for Q3 2015, filed 17 Nov 2015.