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Hartford Financial Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Hartford Financial 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
2019
Q1 		– Sell
-200
Closed -$5K – 385
2018
Q4 		$5K Hold
200
– – ﹤0.01% 351
2018
Q3 		$5K Buy
+200
New +$5.18K ﹤0.01% 367

Other funds holding SCHE

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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

Hartford Financial Management's SCHE Position: Q1 2019 in Review

Hartford Financial Management sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q1 2019, closing a stake of 200 shares — an estimated $5K sold.

Hartford Financial Management first reported a position in SCHE in Q3 2018 and held it in 2 quarters. The position peaked at $5K in Q4 2018. 538 funds tracked by Wall St. Rank hold SCHE as of Q1 2019.

  • Hartford Financial Management reported no remaining Schwab Emerging Markets Equity ETF position as of Q1 2019 after selling out during the quarter.
  • Hartford Financial Management sold 200 Schwab Emerging Markets Equity ETF shares in Q1 2019, an estimated $5K.
  • Hartford Financial Management first reported a position in Schwab Emerging Markets Equity ETF in Q3 2018 and held it in 2 quarters.
  • Hartford Financial Management's Schwab Emerging Markets Equity ETF position peaked at $5K in Q4 2018.
  • 538 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2019.

Based on Hartford Financial Management's 13F filing for Q1 2019, filed 8 May 2019.