Winthrop Partners - WNY’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Winthrop Partners - WNY’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
2019 Q3	$13.8K	Hold	550	–	–	0.01%	240
2019 Q2	$14.4K	Hold	550	–	–	0.01%	184
2019 Q1	$14.5K	Hold	550	–	–	0.01%	186
2018 Q4	$12.9K	Hold	550	–	–	0.01%	192
2018 Q3	$14.1K	Hold	550	–	–	0.01%	227
2018 Q2	$14.2K	Hold	550	–	–	0.01%	239
2018 Q1	$15.5K	Buy	+550	New	+$16.1K	0.01%	290

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 $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $2.02B AUM

Winthrop Partners - WNY's SCHE Position: Q3 2019 in Review

Winthrop Partners - WNY held its Schwab Emerging Markets Equity ETF (SCHE) position steady in Q3 2019 at 550 shares worth $13.8K. The position accounts for 0.01% of the portfolio, ranked #240.

Winthrop Partners - WNY first reported a position in SCHE in Q1 2018 and has held it in 7 quarters since. The position peaked at $15.5K in Q1 2018. 555 funds tracked by Wall St. Rank hold SCHE as of Q3 2019.

Winthrop Partners - WNY held 550 shares of Schwab Emerging Markets Equity ETF worth $13.8K as of Q3 2019.
Winthrop Partners - WNY left its Schwab Emerging Markets Equity ETF share count unchanged in Q3 2019.
Schwab Emerging Markets Equity ETF made up 0.01% of Winthrop Partners - WNY's portfolio in Q3 2019, its #240 holding.
Winthrop Partners - WNY first reported a position in Schwab Emerging Markets Equity ETF in Q1 2018 and has held it in 7 quarters since.
Winthrop Partners - WNY's Schwab Emerging Markets Equity ETF position peaked at $15.5K in Q1 2018.
555 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2019.

Based on Winthrop Partners - WNY's 13F filing for Q3 2019, filed 28 Oct 2019.