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Global Financial Private Capital’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Global Financial Private Capital’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
-42,582
Closed -$1.09M – 483
2018
Q3 		$1.09M Buy
+42,582
New +$1.1M 0.04% 270

Other funds holding SCHE

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
WF
WealthTrust Fairport Cleveland, Ohio $1.06B AUM 3.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
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 $16.3B AUM 16.34% 1-Year Est. Return

Global Financial Private Capital's SCHE Position: Q4 2018 in Review

Global Financial Private Capital sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q4 2018, closing a stake of 42,582 shares — an estimated $1.09M sold.

Global Financial Private Capital first reported a position in SCHE in Q3 2018 and held it in 1 quarter. The position peaked at $1.09M in Q3 2018. 494 funds tracked by Wall St. Rank hold SCHE as of Q4 2018.

  • Global Financial Private Capital reported no remaining Schwab Emerging Markets Equity ETF position as of Q4 2018 after selling out during the quarter.
  • Global Financial Private Capital sold 42,582 Schwab Emerging Markets Equity ETF shares in Q4 2018, an estimated $1.09M.
  • Global Financial Private Capital first reported a position in Schwab Emerging Markets Equity ETF in Q3 2018 and held it in 1 quarter.
  • Global Financial Private Capital's Schwab Emerging Markets Equity ETF position peaked at $1.09M in Q3 2018.
  • 494 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q4 2018.

Based on Global Financial Private Capital's 13F filing for Q4 2018, filed 5 Feb 2019.