United Asset Strategies’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

United Asset Strategies’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 Q3	–	Sell	-10,382	Closed	-$269K	–	215
2018 Q2	$269K	Sell	10,382 -1,637	-14%	-$45K	0.07%	178
2018 Q1	$345K	Buy	+12,019	New	+$352K	0.1%	156
2017 Q4	–	Sell	-10,431	Closed	-$281K	–	202
2017 Q3	$281K	Sell	10,431 -5,122	-33%	-$136K	0.16%	109
2017 Q2	$386K	Buy	+15,553	New	+$382K	0.11%	114

Other funds holding SCHE

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

WealthTrust Fairport Cleveland, Ohio $1.06B AUM 3.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

EHPM

Emery Howard Portfolio Management Burlingame, California $773M AUM 18.85% 1-Year Est. Return

LYV

Live Your Vision West Conshohocken, Pennsylvania $330M AUM 2.28% 1-Year Est. Return

United Asset Strategies's SCHE Position: Q3 2018 in Review

United Asset Strategies sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q3 2018, closing a stake of 10,382 shares — an estimated $269K sold.

United Asset Strategies first reported a position in SCHE in Q2 2017 and held it in 4 quarters. The position peaked at $386K in Q2 2017. 432 funds tracked by Wall St. Rank hold SCHE as of Q3 2018.

United Asset Strategies reported no remaining Schwab Emerging Markets Equity ETF position as of Q3 2018 after selling out during the quarter.
United Asset Strategies sold 10,382 Schwab Emerging Markets Equity ETF shares in Q3 2018, an estimated $269K.
United Asset Strategies first reported a position in Schwab Emerging Markets Equity ETF in Q2 2017 and held it in 4 quarters.
United Asset Strategies's Schwab Emerging Markets Equity ETF position peaked at $386K in Q2 2017.
432 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2018.

Based on United Asset Strategies's 13F filing for Q3 2018, filed 7 Nov 2018.