Winslow Evans & Crocker’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Winslow Evans & Crocker’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
2017 Q3	–	Sell	-90	Closed	-$2.24K	–	1235
2017 Q2	$2.24K	Hold	90	–	–	﹤0.01%	1174
2017 Q1	$2.16K	Hold	90	–	–	﹤0.01%	1140
2016 Q4	$1.94K	Hold	90	–	–	﹤0.01%	1151
2016 Q3	$2.08K	Hold	90	–	–	﹤0.01%	1186
2016 Q2	$1.92K	Hold	90	–	–	﹤0.01%	1173
2016 Q1	$1.87K	Hold	90	–	–	﹤0.01%	1176
2015 Q4	$1.76K	Hold	90	–	–	﹤0.01%	1252
2015 Q3	$1.82K	Sell	90 -250	-74%	-$5.47K	﹤0.01%	1190
2015 Q2	$8.36K	Buy	340 +60	+21%	+$1.54K	﹤0.01%	970
2015 Q1	$6.82K	Hold	280	–	–	﹤0.01%	971
2014 Q4	$6.69K	Hold	280	–	–	﹤0.01%	977
2014 Q3	$7.11K	Hold	280	–	–	﹤0.01%	978
2014 Q2	$7.29K	Hold	280	–	–	﹤0.01%	936
2014 Q1	$6.81K	Hold	280	–	–	﹤0.01%	950
2013 Q4	$7K	Buy	+280	New	+$7.04K	﹤0.01%	1044

Other funds holding SCHE

CSIA

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

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

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LYV

Live Your Vision West Conshohocken, Pennsylvania $330M AUM 2.28% 1-Year Est. Return

Winslow Evans & Crocker's SCHE Position: Q3 2017 in Review

Winslow Evans & Crocker sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q3 2017, closing a stake of 90 shares — an estimated $2.24K sold.

Winslow Evans & Crocker first reported a position in SCHE in Q4 2013 and held it in 15 quarters. The position peaked at $8.36K in Q2 2015. 333 funds tracked by Wall St. Rank hold SCHE as of Q3 2017.

Winslow Evans & Crocker reported no remaining Schwab Emerging Markets Equity ETF position as of Q3 2017 after selling out during the quarter.
Winslow Evans & Crocker sold 90 Schwab Emerging Markets Equity ETF shares in Q3 2017, an estimated $2.24K.
Winslow Evans & Crocker first reported a position in Schwab Emerging Markets Equity ETF in Q4 2013 and held it in 15 quarters.
Winslow Evans & Crocker's Schwab Emerging Markets Equity ETF position peaked at $8.36K in Q2 2015.
333 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2017.

Based on Winslow Evans & Crocker's 13F filing for Q3 2017, filed 19 Oct 2017.