MHS
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M Holdings Securities’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

M Holdings Securities’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
Q1 		– Sell
-33,967
Closed -$949K – 333
2017
Q4 		$949K Buy
33,967
+2,185
+7% +$60.3K 0.29% 103
2017
Q3 		$855K Buy
31,782
+14,441
+83% +$382K 0.27% 106
2017
Q2 		$431K Buy
+17,341
New +$426K 0.15% 183

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
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
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
EHPM
Emery Howard Portfolio Management Burlingame, California $773M AUM 18.85% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
LYV
Live Your Vision West Conshohocken, Pennsylvania $330M AUM 2.28% 1-Year Est. Return

M Holdings Securities's SCHE Position: Q1 2018 in Review

M Holdings Securities sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q1 2018, closing a stake of 33,967 shares — an estimated $949K sold.

M Holdings Securities first reported a position in SCHE in Q2 2017 and held it in 3 quarters. The position peaked at $949K in Q4 2017. 424 funds tracked by Wall St. Rank hold SCHE as of Q1 2018.

  • M Holdings Securities reported no remaining Schwab Emerging Markets Equity ETF position as of Q1 2018 after selling out during the quarter.
  • M Holdings Securities sold 33,967 Schwab Emerging Markets Equity ETF shares in Q1 2018, an estimated $949K.
  • M Holdings Securities first reported a position in Schwab Emerging Markets Equity ETF in Q2 2017 and held it in 3 quarters.
  • M Holdings Securities's Schwab Emerging Markets Equity ETF position peaked at $949K in Q4 2017.
  • 424 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2018.

Based on M Holdings Securities's 13F filing for Q1 2018, filed 18 May 2018.