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MKD Wealth Coaches’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

MKD Wealth Coaches’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
Q3 		– Sell
-292
Closed -$8K – 166
2019
Q2 		$8K Hold
292
– – 0.01% 153
2019
Q1 		$8K Hold
292
– – 0.01% 144
2018
Q4 		$7K Buy
+292
New +$7.08K 0.01% 133

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM

MKD Wealth Coaches's SCHE Position: Q3 2019 in Review

MKD Wealth Coaches sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q3 2019, closing a stake of 292 shares — an estimated $8K sold.

MKD Wealth Coaches first reported a position in SCHE in Q4 2018 and held it in 3 quarters. The position peaked at $8K in Q2 2019. 555 funds tracked by Wall St. Rank hold SCHE as of Q3 2019.

  • MKD Wealth Coaches reported no remaining Schwab Emerging Markets Equity ETF position as of Q3 2019 after selling out during the quarter.
  • MKD Wealth Coaches sold 292 Schwab Emerging Markets Equity ETF shares in Q3 2019, an estimated $8K.
  • MKD Wealth Coaches first reported a position in Schwab Emerging Markets Equity ETF in Q4 2018 and held it in 3 quarters.
  • MKD Wealth Coaches's Schwab Emerging Markets Equity ETF position peaked at $8K in Q2 2019.
  • 555 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2019.

Based on MKD Wealth Coaches's 13F filing for Q3 2019, filed 6 Nov 2019.