Integrated Wealth Management (Palm Desert)’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2017 Q1	$1.23M	Buy	51,174 +8,932	+21%	+$208K	0.41%	71
2016 Q4	$911K	Buy	42,242 +9,752	+30%	+$218K	0.34%	81
2016 Q3	$749K	Buy	32,490 +13,343	+70%	+$301K	0.27%	85
2016 Q2	$408K	Buy	19,147 +17,797	+1,318%	+$366K	0.16%	129
2016 Q1	$28K	Buy	1,350 +627	+87%	+$11.8K	0.01%	487
2015 Q4	$14K	Buy	723 +18	+3%	+$377	0.01%	676
2015 Q3	$14K	Hold	705	–	–	0.01%	678
2015 Q2	$17K	Hold	705	–	–	0.01%	653
2015 Q1	$17K	Buy	+705	New	+$17.1K	0.01%	618

Other funds holding SCHE

CSIA

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

WealthTrust Fairport Cleveland, Ohio $1.06B AUM 3.47% 1-Year Est. Return

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

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

EHPM

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

ACM

Alpha Capital Management Austin, Texas $770M AUM 23.14% 1-Year Est. Return

LYV

Live Your Vision West Conshohocken, Pennsylvania $330M AUM 2.28% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s SCHE Position: Q1 2017 in Review

Integrated Wealth Management (Palm Desert) increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 21% in Q1 2017, buying an estimated $208K and bringing the position to 51,174 shares worth $1.23M. The position accounts for 0.41% of the portfolio, ranked #71.

Integrated Wealth Management (Palm Desert) first reported a position in SCHE in Q1 2015 and has held it in 9 quarters since. 264 funds tracked by Wall St. Rank hold SCHE as of Q1 2017.

Integrated Wealth Management (Palm Desert) held 51,174 shares of Schwab Emerging Markets Equity ETF worth $1.23M as of Q1 2017.
Integrated Wealth Management (Palm Desert) bought 8,932 Schwab Emerging Markets Equity ETF shares in Q1 2017, an estimated $208K.
Schwab Emerging Markets Equity ETF made up 0.41% of Integrated Wealth Management (Palm Desert)'s portfolio in Q1 2017, its #71 holding.
Integrated Wealth Management (Palm Desert) first reported a position in Schwab Emerging Markets Equity ETF in Q1 2015 and has held it in 9 quarters since.
264 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2017.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q1 2017, filed 14 Apr 2017.