AllSquare Wealth Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.78M | Buy |
83,244
+543
| +0.7% | +$17.1K | 1.47% | 12 |
|
|
2025
Q2 | $2.49M | Sell |
82,701
-700
| -0.8% | -$19.8K | 1.4% | 12 |
|
|
2025
Q1 | $2.3M | Sell |
83,401
-4,693
| -5% | -$128K | 1.37% | 12 |
|
|
2024
Q4 | $2.35M | Buy |
88,094
+92
| +0.1% | +$2.6K | 1.35% | 11 |
|
|
2024
Q3 | $2.57M | Buy |
88,002
+3,739
| +4% | +$101K | 1.46% | 11 |
|
|
2024
Q2 | $2.24M | Buy |
84,263
+320
| +0.4% | +$8.34K | 1.34% | 12 |
|
|
2024
Q1 | $2.12M | Sell |
83,943
-940
| -1% | -$23.1K | 1.24% | 13 |
|
|
2023
Q4 | $2.1M | Sell |
84,883
-1,400
| -2% | -$33.7K | 1.29% | 13 |
|
|
2023
Q3 | $2.07M | Sell |
86,283
-4,890
| -5% | -$121K | 1.35% | 12 |
|
|
2023
Q2 | $2.17M | Buy |
91,173
+595
| +0.7% | +$14.5K | 1.41% | 11 |
|
|
2023
Q1 | $2.22M | Buy |
90,578
+36
| +0% | +$892 | 1.44% | 11 |
|
|
2022
Q4 | $2.14M | Sell |
90,542
-296
| -0.3% | -$6.89K | 1.47% | 10 |
|
|
2022
Q3 | $2.04M | Buy |
90,838
+1,981
| +2% | +$49K | 1.47% | 11 |
|
|
2022
Q2 | $2.25M | Buy |
88,857
+1,500
| +2% | +$39.2K | 1.53% | 10 |
|
|
2022
Q1 | $2.43M | Sell |
87,357
-4,950
| -5% | -$143K | 1.46% | 11 |
|
|
2021
Q4 | $2.73M | Sell |
92,307
-2,300
| -2% | -$70.3K | 1.59% | 10 |
|
|
2021
Q3 | $2.88M | Sell |
94,607
-2,054
| -2% | -$64.2K | 1.72% | 9 |
|
|
2021
Q2 | $3.18M | Buy |
96,661
+1,362
| +1% | +$44.2K | 1.85% | 8 |
|
|
2021
Q1 | $3.03M | Sell |
95,299
-196
| -0.2% | -$6.38K | 1.87% | 8 |
|
|
2020
Q4 | $2.93M | Sell |
95,495
-431
| -0.4% | -$12.5K | 1.96% | 8 |
|
|
2020
Q3 | $2.57M | Sell |
95,926
-3,735
| -4% | -$99.8K | 1.87% | 8 |
|
|
2020
Q2 | $2.43M | Buy |
99,661
+26,543
| +36% | +$603K | 1.83% | 8 |
|
|
2020
Q1 | $1.51M | Sell |
73,118
-2,630
| -3% | -$65.8K | 1.32% | 8 |
|
|
2019
Q4 | $2.07M | Sell |
75,748
-4,354
| -5% | -$115K | 1.45% | 8 |
|
|
2019
Q3 | $2.01M | Buy |
80,102
+2,864
| +4% | +$72.9K | 1.49% | 9 |
|
|
2019
Q2 | $2.03M | Sell |
77,238
-1,053
| -1% | -$27.3K | 1.51% | 9 |
|
|
2019
Q1 | $2.04M | Buy |
78,291
+1,217
| +2% | +$30.8K | 1.53% | 9 |
|
|
2018
Q4 | $1.81M | Buy |
77,074
+618
| +0.8% | +$15K | 1.5% | 9 |
|
|
2018
Q3 | $1.97M | Buy |
76,456
+3,040
| +4% | +$78.8K | 1.47% | 9 |
|
|
2018
Q2 | $1.9M | Buy |
73,416
+1,898
| +3% | +$52.2K | 1.44% | 9 |
|
|
2018
Q1 | $2.05M | Buy |
71,518
+2,708
| +4% | +$79.3K | 1.63% | 9 |
|
|
2017
Q4 | $1.92M | Buy |
68,810
+3,673
| +6% | +$101K | 1.52% | 10 |
|
|
2017
Q3 | $1.75M | Sell |
65,137
-698
| -1% | -$18.5K | 1.44% | 11 |
|
|
2017
Q2 | $1.64M | Buy |
65,835
+2,673
| +4% | +$65.7K | 1.66% | 9 |
|
|
2017
Q1 | $1.51M | Buy |
63,162
+360
| +0.6% | +$8.38K | 1.33% | 11 |
|
|
2016
Q4 | $1.35M | Buy |
62,802
+9,550
| +18% | +$214K | 1.24% | 12 |
|
|
2016
Q3 | $1.23M | Buy |
53,252
+7,362
| +16% | +$166K | 1.18% | 11 |
|
|
2016
Q2 | $977K | Buy |
45,890
+11,551
| +34% | +$237K | 0.97% | 11 |
|
|
2016
Q1 | $713K | Buy |
34,339
+29,737
| +646% | +$559K | 0.71% | 16 |
|
|
2015
Q4 | $90K | Buy |
+4,602
| New | +$96.4K | 0.09% | 86 |
|
Other funds holding SCHE
SAG
RIM
MG
AllSquare Wealth Management's SCHE Position: Q3 2025 in Review
AllSquare Wealth Management increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 0.66% in Q3 2025, buying an estimated $17.1K and bringing the position to 83,244 shares worth $2.78M. The position accounts for 1.47% of the portfolio, ranked #12.
AllSquare Wealth Management first reported a position in SCHE in Q4 2015 and has held it in 40 quarters since. The position peaked at $3.18M in Q2 2021. 784 funds tracked by Wall St. Rank hold SCHE as of Q3 2025.
- AllSquare Wealth Management held 83,244 shares of Schwab Emerging Markets Equity ETF worth $2.78M as of Q3 2025.
- AllSquare Wealth Management bought 543 Schwab Emerging Markets Equity ETF shares in Q3 2025, an estimated $17.1K.
- Schwab Emerging Markets Equity ETF made up 1.47% of AllSquare Wealth Management's portfolio in Q3 2025, its #12 holding.
- AllSquare Wealth Management first reported a position in Schwab Emerging Markets Equity ETF in Q4 2015 and has held it in 40 quarters since.
- AllSquare Wealth Management's Schwab Emerging Markets Equity ETF position peaked at $3.18M in Q2 2021.
- 784 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2025.
Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.