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Weatherstone Capital Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Weatherstone Capital Management’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
Q1 		– Sell
-241,361
Closed -$6.21M – 133
2018
Q4 		$6.21M Buy
+241,361
New +$5.85M 1.53% 13

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Charles Schwab
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WF
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HC
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Wealth Enhancement Advisory Services
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TIM
Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Weatherstone Capital Management's SCHE Position: Q1 2019 in Review

Weatherstone Capital Management sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q1 2019, closing a stake of 241,361 shares — an estimated $6.21M sold.

Weatherstone Capital Management first reported a position in SCHE in Q4 2018 and held it in 1 quarter. The position peaked at $6.21M in Q4 2018. 538 funds tracked by Wall St. Rank hold SCHE as of Q1 2019.

  • Weatherstone Capital Management reported no remaining Schwab Emerging Markets Equity ETF position as of Q1 2019 after selling out during the quarter.
  • Weatherstone Capital Management sold 241,361 Schwab Emerging Markets Equity ETF shares in Q1 2019, an estimated $6.21M.
  • Weatherstone Capital Management first reported a position in Schwab Emerging Markets Equity ETF in Q4 2018 and held it in 1 quarter.
  • Weatherstone Capital Management's Schwab Emerging Markets Equity ETF position peaked at $6.21M in Q4 2018.
  • 538 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2019.

Based on Weatherstone Capital Management's 13F filing for Q1 2019, filed 16 Apr 2019.