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Stanford Investment Group’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Stanford Investment 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
2017
Q1 		– Sell
-435
Closed -$9K – 238
2016
Q4 		$9K Buy
435
+10
+2% +$224 ﹤0.01% 311
2016
Q3 		$10K Hold
425
– – ﹤0.01% 320
2016
Q2 		$9K Hold
425
– – ﹤0.01% 306
2016
Q1 		$9K Hold
425
– – 0.01% 301
2015
Q4 		$8K Buy
425
+10
+2% +$210 ﹤0.01% 280
2015
Q3 		$8K Hold
415
– – 0.01% 286
2015
Q2 		$10K Hold
415
– – 0.01% 283
2015
Q1 		$10K Hold
415
– – 0.01% 285
2014
Q4 		$10K Buy
+415
New +$10.4K 0.01% 286

Other funds holding SCHE

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
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
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
EHPM
Emery Howard Portfolio Management Burlingame, California $773M AUM 18.85% 1-Year Est. Return
ACM
Alpha Capital Management Austin, Texas $770M AUM 23.14% 1-Year Est. Return
LYV
Live Your Vision West Conshohocken, Pennsylvania $330M AUM 2.28% 1-Year Est. Return

Stanford Investment Group's SCHE Position: Q1 2017 in Review

Stanford Investment Group sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q1 2017, closing a stake of 435 shares — an estimated $9K sold.

Stanford Investment Group first reported a position in SCHE in Q4 2014 and held it in 9 quarters. The position peaked at $10K in Q3 2016. 264 funds tracked by Wall St. Rank hold SCHE as of Q1 2017.

  • Stanford Investment Group reported no remaining Schwab Emerging Markets Equity ETF position as of Q1 2017 after selling out during the quarter.
  • Stanford Investment Group sold 435 Schwab Emerging Markets Equity ETF shares in Q1 2017, an estimated $9K.
  • Stanford Investment Group first reported a position in Schwab Emerging Markets Equity ETF in Q4 2014 and held it in 9 quarters.
  • Stanford Investment Group's Schwab Emerging Markets Equity ETF position peaked at $10K in Q3 2016.
  • 264 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2017.

Based on Stanford Investment Group's 13F filing for Q1 2017.