Sensible Financial Planning & Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Sensible Financial Planning & Management’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 Q4	–	Sell	-600	Closed	-$12K	–	87
2015 Q3	$12K	Sell	600 -390	-39%	-$8.53K	0.01%	55
2015 Q2	$24K	Buy	+990	New	+$25.3K	0.02%	47
2015 Q1	–	Sell	-390	Closed	-$9K	–	56
2014 Q4	$9K	Sell	390 -600	-61%	-$15K	0.01%	61
2014 Q3	$25K	Buy	+990	New	+$26.6K	0.02%	45

Other funds holding SCHE

CSIA

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

JFG

JMG Financial Group Downers Grove, Illinois $3.63B AUM 17.91% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return

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

EHPM

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

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

BRR OpCo Columbus, Ohio $814M AUM 9.75% 1-Year Est. Return

Sensible Financial Planning & Management's SCHE Position: Q4 2015 in Review

Sensible Financial Planning & Management sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q4 2015, closing a stake of 600 shares — an estimated $12K sold.

Sensible Financial Planning & Management first reported a position in SCHE in Q3 2014 and held it in 4 quarters. The position peaked at $25K in Q3 2014. 185 funds tracked by Wall St. Rank hold SCHE as of Q4 2015.

Sensible Financial Planning & Management reported no remaining Schwab Emerging Markets Equity ETF position as of Q4 2015 after selling out during the quarter.
Sensible Financial Planning & Management sold 600 Schwab Emerging Markets Equity ETF shares in Q4 2015, an estimated $12K.
Sensible Financial Planning & Management first reported a position in Schwab Emerging Markets Equity ETF in Q3 2014 and held it in 4 quarters.
Sensible Financial Planning & Management's Schwab Emerging Markets Equity ETF position peaked at $25K in Q3 2014.
185 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q4 2015.

Based on Sensible Financial Planning & Management's 13F filing for Q4 2015, filed 12 Feb 2016.