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

Wealthfront’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
-9,363
Closed -$242K – 525
2018
Q2 		$242K Sell
9,363
-2,494
-21% -$68.6K ﹤0.01% 463
2018
Q1 		$340K Sell
11,857
-796
-6% -$23.3K ﹤0.01% 421
2017
Q4 		$354K Buy
12,653
+1,816
+17% +$50.1K ﹤0.01% 409
2017
Q3 		$292K Buy
+10,837
New +$287K ﹤0.01% 427
2015
Q4 		– Sell
-56
Closed -$1K – 903
2015
Q3 		$1K Sell
56
-2,080
-97% -$45.5K ﹤0.01% 1217
2015
Q2 		$53K Buy
2,136
+49
+2% +$1.25K ﹤0.01% 507
2015
Q1 		$51K Buy
2,087
+2,029
+3,498% +$49.3K ﹤0.01% 480
2014
Q4 		$1K Buy
58
+22
+61% +$550 ﹤0.01% 631
2014
Q3 		$1K Buy
+36
New +$967 ﹤0.01% 651

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 $11.5B AUM 18.82% 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

Wealthfront's SCHE Position: Q3 2018 in Review

Wealthfront sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q3 2018, closing a stake of 9,363 shares — an estimated $242K sold.

Wealthfront first reported a position in SCHE in Q3 2014 and held it in 9 quarters. The position peaked at $354K in Q4 2017. 432 funds tracked by Wall St. Rank hold SCHE as of Q3 2018.

  • Wealthfront reported no remaining Schwab Emerging Markets Equity ETF position as of Q3 2018 after selling out during the quarter.
  • Wealthfront sold 9,363 Schwab Emerging Markets Equity ETF shares in Q3 2018, an estimated $242K.
  • Wealthfront first reported a position in Schwab Emerging Markets Equity ETF in Q3 2014 and held it in 9 quarters.
  • Wealthfront's Schwab Emerging Markets Equity ETF position peaked at $354K in Q4 2017.
  • 432 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.