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

Westwind 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
2018
Q3 		– Sell
-1,260
Closed -$33K – 46
2018
Q2 		$33K Buy
+1,260
New +$34.6K 0.03% 33
2018
Q1 		– Sell
-23,545
Closed -$658K – 42
2017
Q4 		$658K Buy
+23,545
New +$649K 0.62% 19

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Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $2.02B 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 $751B AUM 38.74% 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 $18.2B AUM 22.02% 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

Westwind Capital's SCHE Position: Q3 2018 in Review

Westwind Capital sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q3 2018, closing a stake of 1,260 shares — an estimated $33K sold.

Westwind Capital first reported a position in SCHE in Q4 2017 and held it in 2 quarters. The position peaked at $658K in Q4 2017. 432 funds tracked by Wall St. Rank hold SCHE as of Q3 2018.

  • Westwind Capital reported no remaining Schwab Emerging Markets Equity ETF position as of Q3 2018 after selling out during the quarter.
  • Westwind Capital sold 1,260 Schwab Emerging Markets Equity ETF shares in Q3 2018, an estimated $33K.
  • Westwind Capital first reported a position in Schwab Emerging Markets Equity ETF in Q4 2017 and held it in 2 quarters.
  • Westwind Capital's Schwab Emerging Markets Equity ETF position peaked at $658K in Q4 2017.
  • 432 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2018.

Based on Westwind Capital's 13F filing for Q3 2018, filed 9 Oct 2018.