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Whitney & Co’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Whitney & Co’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
Q4 		– Sell
-204
Closed -$5K – 385
2018
Q3 		$5K Hold
204
– – ﹤0.01% 401
2018
Q2 		$5K Hold
204
– – ﹤0.01% 270
2018
Q1 		$6K Buy
+204
New +$5.98K ﹤0.01% 266

Other funds holding SCHE

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $2.02B AUM
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
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
SFM
Signature Financial Management Norfolk, Virginia $416M AUM 8.59% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Whitney & Co's SCHE Position: Q4 2018 in Review

Whitney & Co sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q4 2018, closing a stake of 204 shares — an estimated $5K sold.

Whitney & Co first reported a position in SCHE in Q1 2018 and held it in 3 quarters. The position peaked at $6K in Q1 2018. 494 funds tracked by Wall St. Rank hold SCHE as of Q4 2018.

  • Whitney & Co reported no remaining Schwab Emerging Markets Equity ETF position as of Q4 2018 after selling out during the quarter.
  • Whitney & Co sold 204 Schwab Emerging Markets Equity ETF shares in Q4 2018, an estimated $5K.
  • Whitney & Co first reported a position in Schwab Emerging Markets Equity ETF in Q1 2018 and held it in 3 quarters.
  • Whitney & Co's Schwab Emerging Markets Equity ETF position peaked at $6K in Q1 2018.
  • 494 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q4 2018.

Based on Whitney & Co's 13F filing for Q4 2018, filed 7 Feb 2019.