OA
SCHE icon

Opes Advisors’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Opes Advisors’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
Q4 		$4.34M Buy
184,420
+147,552
+400% +$3.58M 3.1% 12
2018
Q3 		$948K Buy
36,868
+4,071
+12% +$105K 0.69% 23
2018
Q2 		$849K Buy
32,797
+4,060
+14% +$112K 0.62% 27
2018
Q1 		$825K Buy
+28,737
New +$842K 0.67% 24

Other funds holding SCHE

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
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 $11.5B AUM 18.82% 1-Year Est. Return
WF
WealthTrust Fairport Cleveland, Ohio $1.06B AUM 3.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SFM
Signature Financial Management Norfolk, Virginia $416M AUM 8.59% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Opes Advisors's SCHE Position: Q4 2018 in Review

Opes Advisors increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 400% in Q4 2018, buying an estimated $3.58M and bringing the position to 184,420 shares worth $4.34M. The position accounts for 3.1% of the portfolio, ranked #12.

Opes Advisors first reported a position in SCHE in Q1 2018 and has held it in 4 quarters since. 494 funds tracked by Wall St. Rank hold SCHE as of Q4 2018.

  • Opes Advisors held 184,420 shares of Schwab Emerging Markets Equity ETF worth $4.34M as of Q4 2018.
  • Opes Advisors bought 147,552 Schwab Emerging Markets Equity ETF shares in Q4 2018, an estimated $3.58M.
  • Schwab Emerging Markets Equity ETF made up 3.1% of Opes Advisors's portfolio in Q4 2018, its #12 holding.
  • Opes Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q1 2018 and has held it in 4 quarters since.
  • 494 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q4 2018.

Based on Opes Advisors's 13F filing for Q4 2018, filed 11 Feb 2019.