JIC
SCHE icon

Joel Isaacson & Co’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Joel Isaacson & Co’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
2015
Q4 		– Sell
-29
Closed -$1K – 785
2015
Q3 		$1K Sell
29
-388
-93% -$8.49K ﹤0.01% 709
2015
Q2 		$10K Buy
+417
New +$10.7K ﹤0.01% 590

Other funds holding SCHE

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $3.63B AUM 17.91% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EHPM
Emery Howard Portfolio Management Burlingame, California $773M AUM 18.85% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
BO
BRR OpCo Columbus, Ohio $814M AUM 9.75% 1-Year Est. Return

Joel Isaacson & Co's SCHE Position: Q4 2015 in Review

Joel Isaacson & Co sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q4 2015, closing a stake of 29 shares — an estimated $1K sold.

Joel Isaacson & Co first reported a position in SCHE in Q2 2015 and held it in 2 quarters. The position peaked at $10K in Q2 2015. 185 funds tracked by Wall St. Rank hold SCHE as of Q4 2015.

  • Joel Isaacson & Co reported no remaining Schwab Emerging Markets Equity ETF position as of Q4 2015 after selling out during the quarter.
  • Joel Isaacson & Co sold 29 Schwab Emerging Markets Equity ETF shares in Q4 2015, an estimated $1K.
  • Joel Isaacson & Co first reported a position in Schwab Emerging Markets Equity ETF in Q2 2015 and held it in 2 quarters.
  • Joel Isaacson & Co's Schwab Emerging Markets Equity ETF position peaked at $10K in Q2 2015.
  • 185 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q4 2015.

Based on Joel Isaacson & Co's 13F filing for Q4 2015, filed 15 Jan 2016.