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Placemark Investments’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Placemark Investments’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
2014
Q4 		– Sell
-24,323
Closed -$618K – 1686
2014
Q3 		$618K Buy
+24,323
New +$653K 0.01% 1091

Other funds holding SCHE

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
BL
BCWM LLC Overland Park, Kansas $342M AUM 14.2% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
VV
Valentine Ventures Bend, Oregon $92.9M AUM 0.08% 1-Year Est. Return
KFA
Kays Financial Advisory Atlanta, Georgia $624M AUM 9.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Placemark Investments's SCHE Position: Q4 2014 in Review

Placemark Investments sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q4 2014, closing a stake of 24,323 shares — an estimated $618K sold.

Placemark Investments first reported a position in SCHE in Q3 2014 and held it in 1 quarter. The position peaked at $618K in Q3 2014. 150 funds tracked by Wall St. Rank hold SCHE as of Q4 2014.

  • Placemark Investments reported no remaining Schwab Emerging Markets Equity ETF position as of Q4 2014 after selling out during the quarter.
  • Placemark Investments sold 24,323 Schwab Emerging Markets Equity ETF shares in Q4 2014, an estimated $618K.
  • Placemark Investments first reported a position in Schwab Emerging Markets Equity ETF in Q3 2014 and held it in 1 quarter.
  • Placemark Investments's Schwab Emerging Markets Equity ETF position peaked at $618K in Q3 2014.
  • 150 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.