LWM
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LBA Wealth Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

LBA Wealth Management’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
Q2 		– Sell
-300
Closed -$7K – 331
2015
Q1 		$7K Buy
+300
New +$7.29K ﹤0.01% 257

Other funds holding SCHE

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F
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Charles Schwab
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JFG
JMG Financial Group Downers Grove, Illinois $3.63B AUM 17.91% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SIAS
Shine Investment Advisory Services Lone Tree, Colorado $295M AUM 8.85% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BL
BCWM LLC Overland Park, Kansas $353M AUM 20.1% 1-Year Est. Return
KFA
Kays Financial Advisory Atlanta, Georgia $624M AUM 9.93% 1-Year Est. Return

LBA Wealth Management's SCHE Position: Q2 2015 in Review

LBA Wealth Management sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q2 2015, closing a stake of 300 shares — an estimated $7K sold.

LBA Wealth Management first reported a position in SCHE in Q1 2015 and held it in 1 quarter. The position peaked at $7K in Q1 2015. 177 funds tracked by Wall St. Rank hold SCHE as of Q2 2015.

  • LBA Wealth Management reported no remaining Schwab Emerging Markets Equity ETF position as of Q2 2015 after selling out during the quarter.
  • LBA Wealth Management sold 300 Schwab Emerging Markets Equity ETF shares in Q2 2015, an estimated $7K.
  • LBA Wealth Management first reported a position in Schwab Emerging Markets Equity ETF in Q1 2015 and held it in 1 quarter.
  • LBA Wealth Management's Schwab Emerging Markets Equity ETF position peaked at $7K in Q1 2015.
  • 177 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2015.

Based on LBA Wealth Management's 13F filing for Q2 2015, filed 12 Aug 2015.