Gupta Wealth Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Gupta Wealth 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
2016 Q1	$115K	Buy	5,523 +4,469	+424%	+$84K	0.03%	309
2015 Q4	$21K	Sell	1,054 -32,924	-97%	-$690K	0.01%	649
2015 Q3	$687K	Buy	33,978 +6,526	+24%	+$143K	0.17%	113
2015 Q2	$675K	Buy	27,452 +11,835	+76%	+$303K	0.17%	117
2015 Q1	$380K	Buy	+15,617	New	+$379K	0.11%	152

Other funds holding SCHE

CSIA

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

BlackRock New York $6.73T AUM 46.02% 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

EHPM

Emery Howard Portfolio Management Burlingame, California $773M AUM 18.85% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.8% 1-Year Est. Return

Gupta Wealth Management's SCHE Position: Q1 2016 in Review

Gupta Wealth Management increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 424% in Q1 2016, buying an estimated $84K and bringing the position to 5,523 shares worth $115K. The position accounts for 0.03% of the portfolio, ranked #309.

Gupta Wealth Management first reported a position in SCHE in Q1 2015 and has held it in 5 quarters since. The position peaked at $687K in Q3 2015. 199 funds tracked by Wall St. Rank hold SCHE as of Q1 2016.

Gupta Wealth Management held 5,523 shares of Schwab Emerging Markets Equity ETF worth $115K as of Q1 2016.
Gupta Wealth Management bought 4,469 Schwab Emerging Markets Equity ETF shares in Q1 2016, an estimated $84K.
Schwab Emerging Markets Equity ETF made up 0.03% of Gupta Wealth Management's portfolio in Q1 2016, its #309 holding.
Gupta Wealth Management first reported a position in Schwab Emerging Markets Equity ETF in Q1 2015 and has held it in 5 quarters since.
Gupta Wealth Management's Schwab Emerging Markets Equity ETF position peaked at $687K in Q3 2015.
199 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.