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Kabarec Financial Advisors’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Kabarec Financial Advisors’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
2018
Q2 		$4.92M Sell
190,006
-42,023
-18% -$1.16M 3.76% 11
2018
Q1 		$6.66M Buy
232,029
+231,694
+69,162% +$6.79M 4.22% 10
2017
Q4 		$9K Buy
+335
New +$9.24K 0.01% 72

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
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
WF
WealthTrust Fairport Cleveland, Ohio $1.06B AUM 3.47% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
SFM
Signature Financial Management Norfolk, Virginia $416M AUM 8.59% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Kabarec Financial Advisors's SCHE Position: Q2 2018 in Review

Kabarec Financial Advisors reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 18% in Q2 2018, selling an estimated $1.16M and leaving 190,006 shares worth $4.92M. The position accounts for 3.76% of the portfolio, ranked #11.

Kabarec Financial Advisors first reported a position in SCHE in Q4 2017 and has held it in 3 quarters since. The position peaked at $6.66M in Q1 2018. 424 funds tracked by Wall St. Rank hold SCHE as of Q2 2018.

  • Kabarec Financial Advisors held 190,006 shares of Schwab Emerging Markets Equity ETF worth $4.92M as of Q2 2018.
  • Kabarec Financial Advisors sold 42,023 Schwab Emerging Markets Equity ETF shares in Q2 2018, an estimated $1.16M.
  • Schwab Emerging Markets Equity ETF made up 3.76% of Kabarec Financial Advisors's portfolio in Q2 2018, its #11 holding.
  • Kabarec Financial Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q4 2017 and has held it in 3 quarters since.
  • Kabarec Financial Advisors's Schwab Emerging Markets Equity ETF position peaked at $6.66M in Q1 2018.
  • 424 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2018.

Based on Kabarec Financial Advisors's 13F filing for Q2 2018, filed 9 Aug 2018.