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

Gratus 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
2019
Q1 		– Sell
-86,930
Closed -$2.04M – 181
2018
Q4 		$2.04M Buy
+86,930
New +$2.11M 0.42% 79

Other funds holding SCHE

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Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
WF
WealthTrust Fairport Cleveland, Ohio $1.06B AUM 3.47% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Gratus Capital's SCHE Position: Q1 2019 in Review

Gratus Capital sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q1 2019, closing a stake of 86,930 shares — an estimated $2.04M sold.

Gratus Capital first reported a position in SCHE in Q4 2018 and held it in 1 quarter. The position peaked at $2.04M in Q4 2018. 538 funds tracked by Wall St. Rank hold SCHE as of Q1 2019.

  • Gratus Capital reported no remaining Schwab Emerging Markets Equity ETF position as of Q1 2019 after selling out during the quarter.
  • Gratus Capital sold 86,930 Schwab Emerging Markets Equity ETF shares in Q1 2019, an estimated $2.04M.
  • Gratus Capital first reported a position in Schwab Emerging Markets Equity ETF in Q4 2018 and held it in 1 quarter.
  • Gratus Capital's Schwab Emerging Markets Equity ETF position peaked at $2.04M in Q4 2018.
  • 538 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2019.

Based on Gratus Capital's 13F filing for Q1 2019, filed 14 May 2019.