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New Capital Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

New Capital 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
2017
Q3 		– Sell
-132
Closed -$3K – 171
2017
Q2 		$3K Hold
132
– – 0.01% 157
2017
Q1 		$3K Buy
+132
New +$3.07K 0.01% 157

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
WF
WealthTrust Fairport Cleveland, Ohio $1.06B AUM 3.47% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LYV
Live Your Vision West Conshohocken, Pennsylvania $330M AUM 2.28% 1-Year Est. Return

New Capital Management's SCHE Position: Q3 2017 in Review

New Capital Management sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q3 2017, closing a stake of 132 shares — an estimated $3K sold.

New Capital Management first reported a position in SCHE in Q1 2017 and held it in 2 quarters. The position peaked at $3K in Q2 2017. 333 funds tracked by Wall St. Rank hold SCHE as of Q3 2017.

  • New Capital Management reported no remaining Schwab Emerging Markets Equity ETF position as of Q3 2017 after selling out during the quarter.
  • New Capital Management sold 132 Schwab Emerging Markets Equity ETF shares in Q3 2017, an estimated $3K.
  • New Capital Management first reported a position in Schwab Emerging Markets Equity ETF in Q1 2017 and held it in 2 quarters.
  • New Capital Management's Schwab Emerging Markets Equity ETF position peaked at $3K in Q2 2017.
  • 333 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2017.

Based on New Capital Management's 13F filing for Q3 2017, filed 23 Oct 2017.