Wilbanks Smith & Thomas Asset Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Wilbanks Smith & Thomas Asset 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
2018 Q4	–	Sell	-3,409	Closed	-$88K	–	1133
2018 Q3	$88K	Buy	+3,409	New	+$88.3K	0.01%	571
2015 Q3	–	Sell	-18,671	Closed	-$459K	–	304
2015 Q2	$459K	Buy	18,671 +1	+0%	+$26	0.05%	182
2015 Q1	$455K	Hold	18,670	–	–	0.04%	176
2014 Q4	$446K	Buy	18,670 +125	+0.7%	+$3.12K	0.05%	185
2014 Q3	$471K	Buy	18,545 +110	+0.6%	+$2.96K	0.05%	171
2014 Q2	$480K	Buy	18,435 +120	+0.7%	+$3.03K	0.05%	170
2014 Q1	$446K	Sell	18,315 -7,460	-29%	-$173K	0.05%	178
2013 Q4	$634K	Buy	25,775 +1,665	+7%	+$41.8K	0.08%	143
2013 Q3	$593K	Sell	24,110 -18,365	-43%	-$440K	0.08%	140
2013 Q2	$992K	Buy	+42,475	New	+$1.06M	0.15%	101

Other funds holding SCHE

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

WealthTrust Fairport Cleveland, Ohio $1.06B AUM 3.47% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 $16.3B AUM 16.34% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's SCHE Position: Q4 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q4 2018, closing a stake of 3,409 shares — an estimated $88K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in SCHE in Q2 2013 and held it in 10 quarters. The position peaked at $992K in Q2 2013. 494 funds tracked by Wall St. Rank hold SCHE as of Q4 2018.

Wilbanks Smith & Thomas Asset Management reported no remaining Schwab Emerging Markets Equity ETF position as of Q4 2018 after selling out during the quarter.
Wilbanks Smith & Thomas Asset Management sold 3,409 Schwab Emerging Markets Equity ETF shares in Q4 2018, an estimated $88K.
Wilbanks Smith & Thomas Asset Management first reported a position in Schwab Emerging Markets Equity ETF in Q2 2013 and held it in 10 quarters.
Wilbanks Smith & Thomas Asset Management's Schwab Emerging Markets Equity ETF position peaked at $992K in Q2 2013.
494 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q4 2018.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.