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OTA Financial Group’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

OTA Financial Group’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
2013
Q3 		– Sell
-18,021
Closed -$420K – 105
2013
Q2 		$420K Buy
+18,021
New +$449K 0.19% 58

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3AM
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HighTower Advisors
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BL
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CCA
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Envestnet Asset Management
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Goldman Sachs
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PFG
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OTA Financial Group's SCHE Position: Q3 2013 in Review

OTA Financial Group sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q3 2013, closing a stake of 18,021 shares — an estimated $420K sold.

OTA Financial Group first reported a position in SCHE in Q2 2013 and held it in 1 quarter. The position peaked at $420K in Q2 2013. 86 funds tracked by Wall St. Rank hold SCHE as of Q3 2013.

  • OTA Financial Group reported no remaining Schwab Emerging Markets Equity ETF position as of Q3 2013 after selling out during the quarter.
  • OTA Financial Group sold 18,021 Schwab Emerging Markets Equity ETF shares in Q3 2013, an estimated $420K.
  • OTA Financial Group first reported a position in Schwab Emerging Markets Equity ETF in Q2 2013 and held it in 1 quarter.
  • OTA Financial Group's Schwab Emerging Markets Equity ETF position peaked at $420K in Q2 2013.
  • 86 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2013.

Based on OTA Financial Group's 13F filing for Q3 2013, filed 12 Nov 2013.