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Summit Trail Advisors’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Summit Trail Advisors’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
Q2 		– Sell
-9,037
Closed -$235K – 88
2019
Q1 		$235K Buy
+9,037
New +$229K 0.1% 70
2018
Q2 		– Sell
-9,856
Closed -$277K – 642
2018
Q1 		$277K Buy
+9,856
New +$289K 0.05% 297

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
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $2.02B AUM
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Summit Trail Advisors's SCHE Position: Q2 2019 in Review

Summit Trail Advisors sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q2 2019, closing a stake of 9,037 shares — an estimated $235K sold.

Summit Trail Advisors first reported a position in SCHE in Q1 2018 and held it in 2 quarters. The position peaked at $277K in Q1 2018. 550 funds tracked by Wall St. Rank hold SCHE as of Q2 2019.

  • Summit Trail Advisors reported no remaining Schwab Emerging Markets Equity ETF position as of Q2 2019 after selling out during the quarter.
  • Summit Trail Advisors sold 9,037 Schwab Emerging Markets Equity ETF shares in Q2 2019, an estimated $235K.
  • Summit Trail Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q1 2018 and held it in 2 quarters.
  • Summit Trail Advisors's Schwab Emerging Markets Equity ETF position peaked at $277K in Q1 2018.
  • 550 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2019.

Based on Summit Trail Advisors's 13F filing for Q2 2019, filed 8 Aug 2019.