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WESPAC Advisors SoCal’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

WESPAC Advisors SoCal’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
Q1 		– Sell
-536
Closed -$14K – 294
2017
Q4 		$14K Sell
536
-42
-7% -$1.16K 0.01% 175
2017
Q3 		$15K Buy
+578
New +$15.3K 0.01% 183

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
WF
WealthTrust Fairport Cleveland, Ohio $1.06B AUM 3.47% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
EHPM
Emery Howard Portfolio Management Burlingame, California $773M AUM 18.85% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
LYV
Live Your Vision West Conshohocken, Pennsylvania $330M AUM 2.28% 1-Year Est. Return

WESPAC Advisors SoCal's SCHE Position: Q1 2018 in Review

WESPAC Advisors SoCal sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q1 2018, closing a stake of 536 shares — an estimated $14K sold.

WESPAC Advisors SoCal first reported a position in SCHE in Q3 2017 and held it in 2 quarters. The position peaked at $15K in Q3 2017. 424 funds tracked by Wall St. Rank hold SCHE as of Q1 2018.

  • WESPAC Advisors SoCal reported no remaining Schwab Emerging Markets Equity ETF position as of Q1 2018 after selling out during the quarter.
  • WESPAC Advisors SoCal sold 536 Schwab Emerging Markets Equity ETF shares in Q1 2018, an estimated $14K.
  • WESPAC Advisors SoCal first reported a position in Schwab Emerging Markets Equity ETF in Q3 2017 and held it in 2 quarters.
  • WESPAC Advisors SoCal's Schwab Emerging Markets Equity ETF position peaked at $15K in Q3 2017.
  • 424 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2018.

Based on WESPAC Advisors SoCal's 13F filing for Q1 2018, filed 16 Apr 2018.