Klingman & Associates’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Klingman & Associates’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
2020 Q1	–	Sell	-13,259	Closed	-$363K	–	137
2019 Q4	$363K	Buy	13,259 +107	+0.8%	+$2.82K	0.06%	93
2019 Q3	$331K	Hold	13,152	–	–	0.06%	91
2019 Q2	$345K	Hold	13,152	–	–	0.06%	89
2019 Q1	$342K	Hold	13,152	–	–	0.07%	89
2018 Q4	$309K	Hold	13,152	–	–	0.07%	85
2018 Q3	$338K	Hold	13,152	–	–	0.07%	83
2018 Q2	$341K	Hold	13,152	–	–	0.07%	80
2018 Q1	$377K	Hold	13,152	–	–	0.08%	72
2017 Q4	$367K	Hold	13,152	–	–	0.08%	87
2017 Q3	$354K	Hold	13,152	–	–	0.09%	69
2017 Q2	$327K	Hold	13,152	–	–	0.09%	75
2017 Q1	$315K	Hold	13,152	–	–	0.09%	75
2016 Q4	$284K	Hold	13,152	–	–	0.09%	76
2016 Q3	$303K	Hold	13,152	–	–	0.09%	77
2016 Q2	$280K	Hold	13,152	–	–	0.09%	77
2016 Q1	$273K	Buy	+13,152	New	+$247K	0.1%	79

Other funds holding SCHE

CSIA

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Klingman & Associates's SCHE Position: Q1 2020 in Review

Klingman & Associates sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q1 2020, closing a stake of 13,259 shares — an estimated $363K sold.

Klingman & Associates first reported a position in SCHE in Q1 2016 and held it in 16 quarters. The position peaked at $377K in Q1 2018. 598 funds tracked by Wall St. Rank hold SCHE as of Q1 2020.

Klingman & Associates reported no remaining Schwab Emerging Markets Equity ETF position as of Q1 2020 after selling out during the quarter.
Klingman & Associates sold 13,259 Schwab Emerging Markets Equity ETF shares in Q1 2020, an estimated $363K.
Klingman & Associates first reported a position in Schwab Emerging Markets Equity ETF in Q1 2016 and held it in 16 quarters.
Klingman & Associates's Schwab Emerging Markets Equity ETF position peaked at $377K in Q1 2018.
598 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2020.

Based on Klingman & Associates's 13F filing for Q1 2020, filed 29 Apr 2020.