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HL Financial Services’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

HL Financial Services’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 		$1.89M Buy
72,665
+32,215
+80% +$816K 0.03% 297
2018
Q4 		$952K Buy
+40,450
New +$980K 0.02% 369

Other funds holding SCHE

CSIA
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

HL Financial Services's SCHE Position: Q1 2019 in Review

HL Financial Services increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 80% in Q1 2019, buying an estimated $816K and bringing the position to 72,665 shares worth $1.89M. The position accounts for 0.03% of the portfolio, ranked #297.

HL Financial Services first reported a position in SCHE in Q4 2018 and has held it in 2 quarters since. 538 funds tracked by Wall St. Rank hold SCHE as of Q1 2019.

  • HL Financial Services held 72,665 shares of Schwab Emerging Markets Equity ETF worth $1.89M as of Q1 2019.
  • HL Financial Services bought 32,215 Schwab Emerging Markets Equity ETF shares in Q1 2019, an estimated $816K.
  • Schwab Emerging Markets Equity ETF made up 0.03% of HL Financial Services's portfolio in Q1 2019, its #297 holding.
  • HL Financial Services first reported a position in Schwab Emerging Markets Equity ETF in Q4 2018 and has held it in 2 quarters since.
  • 538 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2019.

Based on HL Financial Services's 13F filing for Q1 2019, filed 1 May 2019.