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

Wealthquest’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
Q3 		– Sell
-8,600
Closed -$225K – 140
2019
Q2 		$225K Sell
8,600
-2,354
-21% -$61K 0.09% 115
2019
Q1 		$284K Buy
10,954
+2,212
+25% +$56K 0.11% 101
2018
Q4 		$205K Buy
+8,742
New +$212K 0.08% 123

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM

Wealthquest's SCHE Position: Q3 2019 in Review

Wealthquest sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q3 2019, closing a stake of 8,600 shares — an estimated $225K sold.

Wealthquest first reported a position in SCHE in Q4 2018 and held it in 3 quarters. The position peaked at $284K in Q1 2019. 555 funds tracked by Wall St. Rank hold SCHE as of Q3 2019.

  • Wealthquest reported no remaining Schwab Emerging Markets Equity ETF position as of Q3 2019 after selling out during the quarter.
  • Wealthquest sold 8,600 Schwab Emerging Markets Equity ETF shares in Q3 2019, an estimated $225K.
  • Wealthquest first reported a position in Schwab Emerging Markets Equity ETF in Q4 2018 and held it in 3 quarters.
  • Wealthquest's Schwab Emerging Markets Equity ETF position peaked at $284K in Q1 2019.
  • 555 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2019.

Based on Wealthquest's 13F filing for Q3 2019, filed 18 Oct 2019.