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

Piershale 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
2018 Q3	–	Sell	-531,643	Closed	-$13.8M	–	30
2018 Q2	$13.8M	Buy	531,643 +304,161	+134%	+$8.36M	7.19%	9
2018 Q1	$6.41M	Buy	+227,482	New	+$6.67M	3.38%	4
2017 Q4	–	Sell	-469,785	Closed	-$12.6M	–	25
2017 Q3	$12.6M	Buy	+469,785	New	+$12.4M	7.16%	7
2017 Q1	–	Sell	-496,988	Closed	-$10.7M	–	25
2016 Q4	$10.7M	Buy	496,988 +495,702	+38,546%	+$11.1M	6.57%	7
2016 Q3	$30K	Buy	+1,286	New	+$29K	0.02%	48
2014 Q4	–	Sell	-235,076	Closed	-$5.97M	–	161
2014 Q3	$5.97M	Buy	+235,076	New	+$6.31M	4.78%	9
2014 Q1	–	Sell	-82	Closed	-$2K	–	172
2013 Q4	$2K	Sell	82 -222,584	-100%	-$5.59M	﹤0.01%	105
2013 Q3	$5.47M	Buy	+222,666	New	+$5.33M	4.96%	6

Other funds holding SCHE

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

WealthTrust Fairport Cleveland, Ohio $1.06B AUM 3.47% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

EHPM

Emery Howard Portfolio Management Burlingame, California $773M AUM 18.85% 1-Year Est. Return

LYV

Live Your Vision West Conshohocken, Pennsylvania $330M AUM 2.28% 1-Year Est. Return

Piershale Financial Group's SCHE Position: Q3 2018 in Review

Piershale Financial Group sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q3 2018, closing a stake of 531,643 shares — an estimated $13.8M sold.

Piershale Financial Group first reported a position in SCHE in Q3 2013 and held it in 8 quarters. The position peaked at $13.8M in Q2 2018. 432 funds tracked by Wall St. Rank hold SCHE as of Q3 2018.

Piershale Financial Group reported no remaining Schwab Emerging Markets Equity ETF position as of Q3 2018 after selling out during the quarter.
Piershale Financial Group sold 531,643 Schwab Emerging Markets Equity ETF shares in Q3 2018, an estimated $13.8M.
Piershale Financial Group first reported a position in Schwab Emerging Markets Equity ETF in Q3 2013 and held it in 8 quarters.
Piershale Financial Group's Schwab Emerging Markets Equity ETF position peaked at $13.8M in Q2 2018.
432 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2018.

Based on Piershale Financial Group's 13F filing for Q3 2018, filed 23 Oct 2018.