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Atria Wealth Solutions’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Atria Wealth Solutions’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
-61,946
Closed -$1.71M – 1843
2025
Q1 		$1.71M Sell
61,946
-35,339
-36% -$967K 0.02% 688
2024
Q4 		$2.59M Buy
97,285
+27,514
+39% +$777K 0.03% 551
2024
Q3 		$2.04M Buy
69,771
+8,723
+14% +$236K 0.02% 628
2024
Q2 		$1.62M Buy
61,048
+22,854
+60% +$596K 0.02% 702
2024
Q1 		$964K Buy
38,194
+350
+0.9% +$8.6K 0.01% 922
2023
Q4 		$938K Buy
+37,844
New +$910K 0.01% 888

Other funds holding SCHE

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Atria Wealth Solutions's SCHE Position: Q2 2025 in Review

Atria Wealth Solutions sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q2 2025, closing a stake of 61,946 shares — an estimated $1.71M sold.

Atria Wealth Solutions first reported a position in SCHE in Q4 2023 and held it in 6 quarters. The position peaked at $2.59M in Q4 2024. 769 funds tracked by Wall St. Rank hold SCHE as of Q2 2025.

  • Atria Wealth Solutions reported no remaining Schwab Emerging Markets Equity ETF position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 61,946 Schwab Emerging Markets Equity ETF shares in Q2 2025, an estimated $1.71M.
  • Atria Wealth Solutions first reported a position in Schwab Emerging Markets Equity ETF in Q4 2023 and held it in 6 quarters.
  • Atria Wealth Solutions's Schwab Emerging Markets Equity ETF position peaked at $2.59M in Q4 2024.
  • 769 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.