SFG
SCHE icon

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

SevenBridge 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
2019
Q3 		– Sell
-1,844
Closed -$48K – 491
2019
Q2 		$48K Buy
+1,844
New +$47.8K 0.02% 292
2018
Q1 		– Sell
-110
Closed -$3K – 638
2017
Q4 		$3K Buy
+110
New +$3.03K ﹤0.01% 559

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM

SevenBridge Financial Group's SCHE Position: Q3 2019 in Review

SevenBridge Financial Group sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q3 2019, closing a stake of 1,844 shares — an estimated $48K sold.

SevenBridge Financial Group first reported a position in SCHE in Q4 2017 and held it in 2 quarters. The position peaked at $48K in Q2 2019. 555 funds tracked by Wall St. Rank hold SCHE as of Q3 2019.

  • SevenBridge Financial Group reported no remaining Schwab Emerging Markets Equity ETF position as of Q3 2019 after selling out during the quarter.
  • SevenBridge Financial Group sold 1,844 Schwab Emerging Markets Equity ETF shares in Q3 2019, an estimated $48K.
  • SevenBridge Financial Group first reported a position in Schwab Emerging Markets Equity ETF in Q4 2017 and held it in 2 quarters.
  • SevenBridge Financial Group's Schwab Emerging Markets Equity ETF position peaked at $48K in Q2 2019.
  • 555 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2019.

Based on SevenBridge Financial Group's 13F filing for Q3 2019, filed 9 Oct 2019.