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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

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
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
WF
WealthTrust Fairport Cleveland, Ohio $1.06B AUM 3.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 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.