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Avalon Capital Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Avalon Capital Management’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
2024
Q4 		– Sell
-258,083
Closed -$7.53M – 146
2024
Q3 		$7.53M Buy
+258,083
New +$6.99M 2.28% 12
2019
Q3 		– Sell
-14,546
Closed -$382K – 40
2019
Q2 		$382K Buy
14,546
+3,072
+27% +$79.6K 0.44% 27
2019
Q1 		$298K Sell
11,474
-220,063
-95% -$5.58M 0.25% 37
2018
Q4 		$5.45M Buy
+231,537
New +$5.61M 5.81% 4
2018
Q2 		– Sell
-75,754
Closed -$2.17M – 69
2018
Q1 		$2.17M Buy
+75,754
New +$2.22M 2.14% 14
2017
Q4 		– Sell
-13,025
Closed -$351K – 97
2017
Q3 		$351K Buy
13,025
+1,000
+8% +$26.5K 0.24% 80
2017
Q2 		$299K Buy
12,025
+1,500
+14% +$36.9K 0.22% 68
2017
Q1 		$252K Buy
+10,525
New +$245K 0.17% 77
2016
Q4 		– Sell
-16,700
Closed -$385K – 93
2016
Q3 		$385K Sell
16,700
-5,673
-25% -$128K 0.3% 60
2016
Q2 		$476K Sell
22,373
-81,060
-78% -$1.67M 0.37% 53
2016
Q1 		$2.15M Buy
103,433
+75,308
+268% +$1.42M 1.72% 18
2015
Q4 		$549K Buy
+28,125
New +$589K 0.5% 48
2015
Q2 		– Sell
-38,210
Closed -$931K – 77
2015
Q1 		$931K Hold
38,210
– – 0.75% 44
2014
Q4 		$913K Buy
+38,210
New +$955K 0.7% 35
2014
Q2 		– Sell
-19,545
Closed -$476K – 110
2014
Q1 		$476K Buy
+19,545
New +$453K 0.38% 79

Other funds holding SCHE

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
HighTower Advisors
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
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 $374B AUM 17.66% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Avalon Capital Management's SCHE Position: Q4 2024 in Review

Avalon Capital Management sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q4 2024, closing a stake of 258,083 shares — an estimated $7.53M sold.

Avalon Capital Management first reported a position in SCHE in Q1 2014 and held it in 15 quarters. The position peaked at $7.53M in Q3 2024. 758 funds tracked by Wall St. Rank hold SCHE as of Q4 2024.

  • Avalon Capital Management reported no remaining Schwab Emerging Markets Equity ETF position as of Q4 2024 after selling out during the quarter.
  • Avalon Capital Management sold 258,083 Schwab Emerging Markets Equity ETF shares in Q4 2024, an estimated $7.53M.
  • Avalon Capital Management first reported a position in Schwab Emerging Markets Equity ETF in Q1 2014 and held it in 15 quarters.
  • Avalon Capital Management's Schwab Emerging Markets Equity ETF position peaked at $7.53M in Q3 2024.
  • 758 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q4 2024.

Based on Avalon Capital Management's 13F filing for Q4 2024, filed 4 Feb 2025.