9FG
SCHE icon

93 Financial Group’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

93 Financial Group’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
2026
Q1 		$20.5M Sell
623,006
-22,310
-3% -$762K 9.15% 5
2025
Q4 		$21.1M Buy
+645,316
New +$21.5M 9.2% 4

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HighTower Advisors
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RIM
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US Bancorp
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Northwestern Mutual Wealth Management
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.72B AUM 13.51% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $4.64B AUM 11.59% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return