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UBS’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

UBS’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
2014
Q3 		$61K Buy
2,421
+49
+2% +$1.32K ﹤0.01% 6587
2014
Q2 		$62K Buy
2,372
+158
+7% +$3.99K ﹤0.01% 6583
2014
Q1 		$54K Sell
2,214
-33,458
-94% -$776K ﹤0.01% 6736
2013
Q4 		$878K Buy
35,672
+24,174
+210% +$607K ﹤0.01% 3688
2013
Q3 		$283K Sell
11,498
-31,081
-73% -$744K ﹤0.01% 4769
2013
Q2 		$994K Buy
+42,579
New +$1.06M ﹤0.01% 3348

Other funds holding SCHE

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
VCM
Vigilant Capital Management Portland, Maine $1.34B AUM 15.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
KFA
Kays Financial Advisory Atlanta, Georgia $624M AUM 9.93% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PFG
Piershale Financial Group Barrington, Illinois $157M AUM 7.08% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
CMP
Courage Miller Partners Norfolk, Virginia $354M AUM 13.72% 1-Year Est. Return

UBS's SCHE Position: Q3 2014 in Review

UBS increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 2.1% in Q3 2014, buying an estimated $1.32K and bringing the position to 2,421 shares worth $61K. The position accounts for ﹤0.01% of the portfolio, ranked #6587.

UBS first reported a position in SCHE in Q2 2013 and has held it in 6 quarters since. The position peaked at $994K in Q2 2013. 126 funds tracked by Wall St. Rank hold SCHE as of Q3 2014.

  • UBS held 2,421 shares of Schwab Emerging Markets Equity ETF worth $61K as of Q3 2014.
  • UBS bought 49 Schwab Emerging Markets Equity ETF shares in Q3 2014, an estimated $1.32K.
  • Schwab Emerging Markets Equity ETF made up ﹤0.01% of UBS's portfolio in Q3 2014, its #6587 holding.
  • UBS first reported a position in Schwab Emerging Markets Equity ETF in Q2 2013 and has held it in 6 quarters since.
  • UBS's Schwab Emerging Markets Equity ETF position peaked at $994K in Q2 2013.
  • 126 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.