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Osborn Williams & Donohoe’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Osborn Williams & Donohoe’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
Q2 		– Sell
-3,500
Closed -$93K – 595
2019
Q1 		$93K Buy
+3,500
New +$88.7K 0.01% 419

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
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Osborn Williams & Donohoe's SCHE Position: Q2 2019 in Review

Osborn Williams & Donohoe sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q2 2019, closing a stake of 3,500 shares — an estimated $93K sold.

Osborn Williams & Donohoe first reported a position in SCHE in Q1 2019 and held it in 1 quarter. The position peaked at $93K in Q1 2019. 550 funds tracked by Wall St. Rank hold SCHE as of Q2 2019.

  • Osborn Williams & Donohoe reported no remaining Schwab Emerging Markets Equity ETF position as of Q2 2019 after selling out during the quarter.
  • Osborn Williams & Donohoe sold 3,500 Schwab Emerging Markets Equity ETF shares in Q2 2019, an estimated $93K.
  • Osborn Williams & Donohoe first reported a position in Schwab Emerging Markets Equity ETF in Q1 2019 and held it in 1 quarter.
  • Osborn Williams & Donohoe's Schwab Emerging Markets Equity ETF position peaked at $93K in Q1 2019.
  • 550 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2019.

Based on Osborn Williams & Donohoe's 13F filing for Q2 2019, filed 26 Jul 2019.