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Legacy Capital Partners’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Legacy Capital Partners’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 		– Sell
-14,658
Closed -$421K – 132
2018
Q1 		$421K Buy
14,658
+1,509
+11% +$44.2K 0.21% 90
2017
Q4 		$367K Buy
13,149
+486
+4% +$13.4K 0.18% 92
2017
Q3 		$341K Buy
+12,663
New +$335K 0.18% 88

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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

Legacy Capital Partners's SCHE Position: Q2 2018 in Review

Legacy Capital Partners sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q2 2018, closing a stake of 14,658 shares — an estimated $421K sold.

Legacy Capital Partners first reported a position in SCHE in Q3 2017 and held it in 3 quarters. The position peaked at $421K in Q1 2018. 424 funds tracked by Wall St. Rank hold SCHE as of Q2 2018.

  • Legacy Capital Partners reported no remaining Schwab Emerging Markets Equity ETF position as of Q2 2018 after selling out during the quarter.
  • Legacy Capital Partners sold 14,658 Schwab Emerging Markets Equity ETF shares in Q2 2018, an estimated $421K.
  • Legacy Capital Partners first reported a position in Schwab Emerging Markets Equity ETF in Q3 2017 and held it in 3 quarters.
  • Legacy Capital Partners's Schwab Emerging Markets Equity ETF position peaked at $421K in Q1 2018.
  • 424 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2018.

Based on Legacy Capital Partners's 13F filing for Q2 2018, filed 26 Jul 2018.