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Live Your Vision’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Live Your Vision’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
2019
Q1 		$26.6M Sell
990,115
-22,362
-2% -$567K 8.08% 2
2018
Q4 		$24.8M Sell
1,012,477
-15,248
-1% -$369K 8.35% 3
2018
Q3 		$26.4M Buy
1,027,725
+37,331
+4% +$967K 8.41% 3
2018
Q2 		$25.6M Buy
990,394
+29,330
+3% +$806K 8.49% 3
2018
Q1 		$27.3M Sell
961,064
-18,850
-2% -$552K 9.23% 3
2017
Q4 		$29.5M Buy
979,914
+48,202
+5% +$1.33M 9.88% 3
2017
Q3 		$25.1M Buy
931,712
+13,142
+1% +$348K 8.93% 3
2017
Q2 		$24.2M Buy
918,570
+91,623
+11% +$2.25M 9.03% 3
2017
Q1 		$19.8M Buy
826,947
+80,786
+11% +$1.88M 7.76% 3
2016
Q4 		$16.1M Buy
746,161
+349,111
+88% +$7.81M 6.83% 3
2016
Q3 		$9.16M Buy
397,050
+42,538
+12% +$961K 3.91% 7
2016
Q2 		$7.55M Buy
354,512
+73,491
+26% +$1.51M 3.44% 10
2016
Q1 		$5.84M Buy
281,021
+147,797
+111% +$2.78M 2.77% 13
2015
Q4 		$2.6M Buy
133,224
+87,382
+191% +$1.83M 1.25% 27
2015
Q3 		$927K Sell
45,842
-64,256
-58% -$1.41M 0.44% 37
2015
Q2 		$2.69M Buy
110,098
+23,160
+27% +$593K 1.25% 26
2015
Q1 		$2.12M Buy
86,938
+6,673
+8% +$162K 1.01% 26
2014
Q4 		$1.92M Buy
80,265
+13,828
+21% +$346K 0.96% 26
2014
Q3 		$1.66M Sell
66,437
-241
-0.4% -$6.47K 0.88% 25
2014
Q2 		$1.74M Buy
66,678
+8,051
+14% +$203K 0.91% 24
2014
Q1 		$1.43M Buy
58,627
+43,011
+275% +$998K 0.75% 23
2013
Q4 		$384K Sell
15,616
-2,800
-15% -$70.4K 0.21% 33
2013
Q3 		$453K Sell
18,416
-5,982
-25% -$143K 0.26% 28
2013
Q2 		$564K Buy
+24,398
New +$608K 0.34% 27

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
WF
WealthTrust Fairport Cleveland, Ohio $1.06B AUM 3.47% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Live Your Vision's SCHE Position: Q1 2019 in Review

Live Your Vision reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 2.2% in Q1 2019, selling an estimated $567K and leaving 990,115 shares worth $26.6M. The position accounts for 8.08% of the portfolio, ranked #2.

Live Your Vision first reported a position in SCHE in Q2 2013 and has held it in 24 quarters since. The position peaked at $29.5M in Q4 2017. 538 funds tracked by Wall St. Rank hold SCHE as of Q1 2019.

  • Live Your Vision held 990,115 shares of Schwab Emerging Markets Equity ETF worth $26.6M as of Q1 2019.
  • Live Your Vision sold 22,362 Schwab Emerging Markets Equity ETF shares in Q1 2019, an estimated $567K.
  • Schwab Emerging Markets Equity ETF made up 8.08% of Live Your Vision's portfolio in Q1 2019, its #2 holding.
  • Live Your Vision first reported a position in Schwab Emerging Markets Equity ETF in Q2 2013 and has held it in 24 quarters since.
  • Live Your Vision's Schwab Emerging Markets Equity ETF position peaked at $29.5M in Q4 2017.
  • 538 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2019.

Based on Live Your Vision's 13F filing for Q1 2019, filed 25 Apr 2019.