WOC
SCHE icon

West Oak Capital’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

West Oak Capital’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
2024
Q3 		– Sell
-140
Closed -$3.72K – 326
2024
Q2 		$3.72K Buy
+140
New +$3.65K ﹤0.01% 279
2024
Q1 		– Sell
-86
Closed -$2K – 313
2023
Q4 		$2K Buy
+86
New +$2.07K ﹤0.01% 285
2020
Q2 		– Sell
-10,469
Closed -$217K – 325
2020
Q1 		$217K Sell
10,469
-70
-0.7% -$1.75K 0.15% 98
2019
Q4 		$288K Buy
10,539
+1,495
+17% +$39.4K 0.16% 98
2019
Q3 		$227K Buy
9,044
+1,425
+19% +$36.3K 0.13% 100
2019
Q2 		$200K Buy
7,619
+285
+4% +$7.38K 0.12% 109
2019
Q1 		$191K Buy
7,334
+119
+2% +$3.02K 0.12% 111
2018
Q4 		$170K Buy
7,215
+992
+16% +$24K 0.12% 112
2018
Q3 		$160K Sell
6,223
-19
-0.3% -$492 0.09% 121
2018
Q2 		$162K Buy
6,242
+152
+2% +$4.18K 0.1% 119
2018
Q1 		$175K Buy
+6,090
New +$178K 0.1% 120
2017
Q4 		– Sell
-4,957
Closed -$133K – 327
2017
Q3 		$133K Buy
4,957
+390
+9% +$10.3K 0.08% 137
2017
Q2 		$113K Buy
4,567
+796
+21% +$19.6K 0.07% 142
2017
Q1 		$90.4K Buy
3,771
+92
+3% +$2.14K 0.06% 150
2016
Q4 		$79.3K Buy
3,679
+50
+1% +$1.12K 0.05% 155
2016
Q3 		$83.7K Buy
3,629
+217
+6% +$4.9K 0.06% 147
2016
Q2 		$72.6K Buy
3,412
+1,855
+119% +$38.1K 0.05% 145
2016
Q1 		$32.3K Sell
1,557
-485
-24% -$9.12K 0.02% 167
2015
Q4 		$39.8K Buy
2,042
+752
+58% +$15.8K 0.03% 161
2015
Q3 		$26.1K Buy
1,290
+1,130
+706% +$24.7K 0.02% 174
2015
Q2 		$3.93K Buy
160
+70
+78% +$1.79K ﹤0.01% 244
2015
Q1 		$2.19K Hold
90
– – ﹤0.01% 266
2014
Q4 		$2.15K Hold
90
– – ﹤0.01% 277
2014
Q3 		$2.29K Buy
+90
New +$2.42K ﹤0.01% 262

Other funds holding SCHE

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

West Oak Capital's SCHE Position: Q3 2024 in Review

West Oak Capital sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q3 2024, closing a stake of 140 shares — an estimated $3.72K sold.

West Oak Capital first reported a position in SCHE in Q3 2014 and held it in 24 quarters. The position peaked at $288K in Q4 2019. 727 funds tracked by Wall St. Rank hold SCHE as of Q3 2024.

  • West Oak Capital reported no remaining Schwab Emerging Markets Equity ETF position as of Q3 2024 after selling out during the quarter.
  • West Oak Capital sold 140 Schwab Emerging Markets Equity ETF shares in Q3 2024, an estimated $3.72K.
  • West Oak Capital first reported a position in Schwab Emerging Markets Equity ETF in Q3 2014 and held it in 24 quarters.
  • West Oak Capital's Schwab Emerging Markets Equity ETF position peaked at $288K in Q4 2019.
  • 727 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2024.

Based on West Oak Capital's 13F filing for Q3 2024, filed 18 Oct 2024.