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NKCFO LLC’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

NKCFO LLC’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
-15,000
Closed -$394K – 111
2019
Q2 		$394K Hold
15,000
– – 0.3% 29
2019
Q1 		$390K Buy
15,000
+7,600
+103% +$193K 0.27% 30
2018
Q4 		$174K Buy
+7,400
New +$179K 0.13% 56

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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

NKCFO LLC's SCHE Position: Q3 2019 in Review

NKCFO LLC sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q3 2019, closing a stake of 15,000 shares — an estimated $394K sold.

NKCFO LLC first reported a position in SCHE in Q4 2018 and held it in 3 quarters. The position peaked at $394K in Q2 2019. 555 funds tracked by Wall St. Rank hold SCHE as of Q3 2019.

  • NKCFO LLC reported no remaining Schwab Emerging Markets Equity ETF position as of Q3 2019 after selling out during the quarter.
  • NKCFO LLC sold 15,000 Schwab Emerging Markets Equity ETF shares in Q3 2019, an estimated $394K.
  • NKCFO LLC first reported a position in Schwab Emerging Markets Equity ETF in Q4 2018 and held it in 3 quarters.
  • NKCFO LLC's Schwab Emerging Markets Equity ETF position peaked at $394K in Q2 2019.
  • 555 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2019.

Based on NKCFO LLC's 13F filing for Q3 2019, filed 31 Oct 2019.