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

SII 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
2018
Q1 		– Sell
-7,738
Closed -$218K – 269
2017
Q4 		$218K Buy
+7,738
New +$213K 0.02% 350

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
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
WF
WealthTrust Fairport Cleveland, Ohio $1.06B AUM 3.47% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
EHPM
Emery Howard Portfolio Management Burlingame, California $773M AUM 18.85% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
LYV
Live Your Vision West Conshohocken, Pennsylvania $330M AUM 2.28% 1-Year Est. Return

SII Investments's SCHE Position: Q1 2018 in Review

SII Investments sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q1 2018, closing a stake of 7,738 shares — an estimated $218K sold.

SII Investments first reported a position in SCHE in Q4 2017 and held it in 1 quarter. The position peaked at $218K in Q4 2017. 424 funds tracked by Wall St. Rank hold SCHE as of Q1 2018.

  • SII Investments reported no remaining Schwab Emerging Markets Equity ETF position as of Q1 2018 after selling out during the quarter.
  • SII Investments sold 7,738 Schwab Emerging Markets Equity ETF shares in Q1 2018, an estimated $218K.
  • SII Investments first reported a position in Schwab Emerging Markets Equity ETF in Q4 2017 and held it in 1 quarter.
  • SII Investments's Schwab Emerging Markets Equity ETF position peaked at $218K in Q4 2017.
  • 424 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2018.

Based on SII Investments's 13F filing for Q1 2018.