SHJ
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Sharkey, Howes & Javer’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Sharkey, Howes & Javer’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
-6,451
Closed -$169K – 148
2019
Q2 		$169K Hold
6,451
– – 0.08% 62
2019
Q1 		$168K Sell
6,451
-81,982
-93% -$2.08M 0.08% 62
2018
Q4 		$2.08M Sell
88,433
-1,086
-1% -$26.3K 1.36% 9
2018
Q3 		$2.3M Sell
89,519
-83,352
-48% -$2.16M 1.2% 10
2018
Q2 		$4.48M Sell
172,871
-4,282
-2% -$118K 2.48% 8
2018
Q1 		$5.08M Buy
177,153
+13,252
+8% +$388K 2.87% 8
2017
Q4 		$4.58M Buy
163,901
+42,210
+35% +$1.16M 2.67% 7
2017
Q3 		$3.36M Buy
121,691
+9,560
+9% +$253K 1.77% 7
2017
Q2 		$2.79M Buy
112,131
+41,870
+60% +$1.03M 1.57% 8
2017
Q1 		$1.68M Buy
70,261
+39,055
+125% +$909K 0.89% 13
2016
Q4 		$673K Buy
31,206
+51
+0.2% +$1.14K 0.41% 16
2016
Q3 		$718K Sell
31,155
-1,254
-4% -$28.3K 0.43% 14
2016
Q2 		$690K Buy
32,409
+12,447
+62% +$256K 0.43% 16
2016
Q1 		$415K Sell
19,962
-2,195
-10% -$41.3K 0.3% 24
2015
Q4 		$432K Sell
22,157
-11,060
-33% -$232K 0.3% 26
2015
Q3 		$684K Sell
33,217
-15,799
-32% -$346K 0.53% 20
2015
Q2 		$1.21M Buy
49,016
+593
+1% +$15.2K 0.91% 10
2015
Q1 		$1.18M Buy
+48,423
New +$1.18M 0.76% 16

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 $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $104B AUM 28.3% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $2.02B AUM

Sharkey, Howes & Javer's SCHE Position: Q3 2019 in Review

Sharkey, Howes & Javer sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q3 2019, closing a stake of 6,451 shares — an estimated $169K sold.

Sharkey, Howes & Javer first reported a position in SCHE in Q1 2015 and held it in 18 quarters. The position peaked at $5.08M in Q1 2018. 555 funds tracked by Wall St. Rank hold SCHE as of Q3 2019.

  • Sharkey, Howes & Javer reported no remaining Schwab Emerging Markets Equity ETF position as of Q3 2019 after selling out during the quarter.
  • Sharkey, Howes & Javer sold 6,451 Schwab Emerging Markets Equity ETF shares in Q3 2019, an estimated $169K.
  • Sharkey, Howes & Javer first reported a position in Schwab Emerging Markets Equity ETF in Q1 2015 and held it in 18 quarters.
  • Sharkey, Howes & Javer's Schwab Emerging Markets Equity ETF position peaked at $5.08M in Q1 2018.
  • 555 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2019.

Based on Sharkey, Howes & Javer's 13F filing for Q3 2019, filed 1 Nov 2019.