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

Peachtree Investment 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
2015
Q3 		– Sell
-1,236
Closed -$30K – 219
2015
Q2 		$30K Buy
1,236
+40
+3% +$1.02K 0.02% 214
2015
Q1 		$29K Buy
1,196
+166
+16% +$4.03K 0.02% 224
2014
Q4 		$25K Buy
1,030
+75
+8% +$1.87K 0.02% 246
2014
Q3 		$24K Buy
+955
New +$25.7K 0.02% 254

Other funds holding SCHE

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
F
FutureAdvisor San Francisco, California $617M AUM 6.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $3.63B AUM 17.91% 1-Year Est. Return
BJ
Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 1-Year Est. Return
EHPM
Emery Howard Portfolio Management Burlingame, California $773M AUM 18.85% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BL
BCWM LLC Overland Park, Kansas $353M AUM 20.1% 1-Year Est. Return

Peachtree Investment Advisors's SCHE Position: Q3 2015 in Review

Peachtree Investment Advisors sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q3 2015, closing a stake of 1,236 shares — an estimated $30K sold.

Peachtree Investment Advisors first reported a position in SCHE in Q3 2014 and held it in 4 quarters. The position peaked at $30K in Q2 2015. 168 funds tracked by Wall St. Rank hold SCHE as of Q3 2015.

  • Peachtree Investment Advisors reported no remaining Schwab Emerging Markets Equity ETF position as of Q3 2015 after selling out during the quarter.
  • Peachtree Investment Advisors sold 1,236 Schwab Emerging Markets Equity ETF shares in Q3 2015, an estimated $30K.
  • Peachtree Investment Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q3 2014 and held it in 4 quarters.
  • Peachtree Investment Advisors's Schwab Emerging Markets Equity ETF position peaked at $30K in Q2 2015.
  • 168 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2015.

Based on Peachtree Investment Advisors's 13F filing for Q3 2015, filed 14 Oct 2015.