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

Pathway Financial 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
Q1 		– Sell
-1,640
Closed -$46K – 462
2017
Q4 		$46K Buy
+1,640
New +$45.2K 0.03% 289

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
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
WF
WealthTrust Fairport Cleveland, Ohio $1.06B AUM 3.47% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
EHPM
Emery Howard Portfolio Management Burlingame, California $773M AUM 18.85% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
LYV
Live Your Vision West Conshohocken, Pennsylvania $330M AUM 2.28% 1-Year Est. Return

Pathway Financial Advisors's SCHE Position: Q1 2018 in Review

Pathway Financial Advisors sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q1 2018, closing a stake of 1,640 shares — an estimated $46K sold.

Pathway Financial Advisors first reported a position in SCHE in Q4 2017 and held it in 1 quarter. The position peaked at $46K in Q4 2017. 424 funds tracked by Wall St. Rank hold SCHE as of Q1 2018.

  • Pathway Financial Advisors reported no remaining Schwab Emerging Markets Equity ETF position as of Q1 2018 after selling out during the quarter.
  • Pathway Financial Advisors sold 1,640 Schwab Emerging Markets Equity ETF shares in Q1 2018, an estimated $46K.
  • Pathway Financial Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q4 2017 and held it in 1 quarter.
  • Pathway Financial Advisors's Schwab Emerging Markets Equity ETF position peaked at $46K in Q4 2017.
  • 424 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2018.

Based on Pathway Financial Advisors's 13F filing for Q1 2018, filed 4 May 2018.