Avantax Advisory Services’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Avantax Advisory Services’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	$838K	Buy	27,797 +1,970	+8%	+$55.8K	﹤0.01%	1272
2025 Q1	$712K	Sell	25,827 -1,418	-5%	-$38.8K	﹤0.01%	1291
2024 Q4	$726K	Buy	27,245 +1,020	+4%	+$28.8K	﹤0.01%	1221
2024 Q3	$765K	Sell	26,225 -30,957	-54%	-$838K	0.01%	1161
2024 Q2	$1.52M	Buy	57,182 +41,286	+260%	+$1.08M	0.01%	775
2024 Q1	$401K	Buy	15,896 +800	+5%	+$19.7K	﹤0.01%	1151
2023 Q4	$374K	Buy	15,096 +1,380	+10%	+$33.2K	﹤0.01%	1122
2023 Q3	$328K	Buy	13,716 +2,690	+24%	+$66.6K	﹤0.01%	1145
2023 Q2	$272K	Buy	11,026 +899	+9%	+$22K	﹤0.01%	1236
2023 Q1	$248K	Sell	10,127 -11,569	-53%	-$287K	﹤0.01%	1253
2022 Q4	$514K	Sell	21,696 -1,848	-8%	-$43K	0.01%	853
2022 Q3	$527K	Buy	23,544 +1,420	+6%	+$35.1K	0.01%	751
2022 Q2	$561K	Buy	22,124 +272	+1%	+$7.11K	0.01%	739
2022 Q1	$610K	Sell	21,852 -5,045	-19%	-$146K	0.01%	715
2021 Q4	$797K	Buy	26,897 +152	+0.6%	+$4.64K	0.01%	599
2021 Q3	$817K	Buy	26,745 +275	+1%	+$8.59K	0.01%	551
2021 Q2	$869K	Buy	26,470 +565	+2%	+$18.3K	0.02%	516
2021 Q1	$820K	Sell	25,905 -2,827	-10%	-$92.1K	0.02%	476
2020 Q4	$879K	Sell	28,732 -14,462	-33%	-$419K	0.02%	404
2020 Q3	$1.15M	Buy	43,194 +32,277	+296%	+$862K	0.02%	504
2020 Q2	$264K	Sell	10,917 -50,487	-82%	-$1.15M	0.01%	693
2020 Q1	$1.27M	Buy	+61,404	New	+$1.54M	0.04%	260

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 $11.5B AUM 18.82% 1-Year Est. Return

Avantax Advisory Services's SCHE Position: Q2 2025 in Review

Avantax Advisory Services increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 7.6% in Q2 2025, buying an estimated $55.8K and bringing the position to 27,797 shares worth $838K. The position accounts for ﹤0.01% of the portfolio, ranked #1272.

Avantax Advisory Services first reported a position in SCHE in Q1 2020 and has held it in 22 quarters since. The position peaked at $1.52M in Q2 2024. 769 funds tracked by Wall St. Rank hold SCHE as of Q2 2025.

Avantax Advisory Services held 27,797 shares of Schwab Emerging Markets Equity ETF worth $838K as of Q2 2025.
Avantax Advisory Services bought 1,970 Schwab Emerging Markets Equity ETF shares in Q2 2025, an estimated $55.8K.
Schwab Emerging Markets Equity ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1272 holding.
Avantax Advisory Services first reported a position in Schwab Emerging Markets Equity ETF in Q1 2020 and has held it in 22 quarters since.
Avantax Advisory Services's Schwab Emerging Markets Equity ETF position peaked at $1.52M in Q2 2024.
769 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.