Advisor Resource Council’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Advisor Resource Council’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
2025 Q2	–	Sell	-75,589	Closed	-$2.08M	–	504
2025 Q1	$2.08M	Buy	+75,589	New	+$2.07M	0.17%	152
2024 Q1	–	Sell	-80,052	Closed	-$1.98M	–	468
2023 Q4	$1.98M	Buy	+80,052	New	+$1.92M	0.23%	104
2022 Q3	–	Sell	-54,535	Closed	-$1.38M	–	432
2022 Q2	$1.38M	Buy	+54,535	New	+$1.42M	0.13%	162
2022 Q1	–	Sell	-58,365	Closed	-$1.73M	–	472
2021 Q4	$1.73M	Buy	+58,365	New	+$1.78M	0.13%	166
2021 Q3	–	Sell	-35,830	Closed	-$1.18M	–	433
2021 Q2	$1.18M	Buy	+35,830	New	+$1.16M	0.12%	184

Other funds holding SCHE

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

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

SAG

SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Advisor Resource Council's SCHE Position: Q2 2025 in Review

Advisor Resource Council sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q2 2025, closing a stake of 75,589 shares — an estimated $2.08M sold.

Advisor Resource Council first reported a position in SCHE in Q2 2021 and held it in 5 quarters. The position peaked at $2.08M in Q1 2025. 769 funds tracked by Wall St. Rank hold SCHE as of Q2 2025.

Advisor Resource Council reported no remaining Schwab Emerging Markets Equity ETF position as of Q2 2025 after selling out during the quarter.
Advisor Resource Council sold 75,589 Schwab Emerging Markets Equity ETF shares in Q2 2025, an estimated $2.08M.
Advisor Resource Council first reported a position in Schwab Emerging Markets Equity ETF in Q2 2021 and held it in 5 quarters.
Advisor Resource Council's Schwab Emerging Markets Equity ETF position peaked at $2.08M in Q1 2025.
769 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2025.

Based on Advisor Resource Council's 13F filing for Q2 2025, filed 11 Aug 2025.