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American Capital Advisory’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

American Capital Advisory’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 		$17K Hold
515
– – 0.01% 304
2025
Q4 		$16.9K Hold
515
– – 0.01% 295
2025
Q3 		$17.2K Sell
515
-345
-40% -$10.9K 0.01% 278
2025
Q2 		$25.9K Sell
860
-1,585
-65% -$44.9K 0.01% 239
2025
Q1 		$67.4K Sell
2,445
-1,082
-31% -$29.6K 0.04% 151
2024
Q4 		$93.9K Buy
3,527
+15
+0.4% +$423 0.05% 129
2024
Q3 		$102K Sell
3,512
-1,312
-27% -$35.5K 0.06% 127
2024
Q2 		$120K Sell
4,824
-6,796
-58% -$177K 0.09% 108
2024
Q1 		$285K Buy
11,620
+6,796
+141% +$167K 0.25% 69
2023
Q4 		$120K Buy
+4,824
New +$116K 0.09% 108

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HighTower Advisors
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RIM
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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 $5.27B AUM 16.18% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return