Baker Avenue Asset Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Baker Avenue Asset 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
2025 Q1	–	Sell	-8,582	Closed	-$229K	–	492
2024 Q4	$229K	Hold	8,582	–	–	0.01%	385
2024 Q3	$250K	Hold	8,582	–	–	0.01%	369
2024 Q2	$228K	Hold	8,582	–	–	0.01%	344
2024 Q1	$217K	Hold	8,582	–	–	0.01%	339
2023 Q4	$213K	Hold	8,582	–	–	0.01%	337
2023 Q3	$205K	Sell	8,582 -1,724	-17%	-$42.7K	0.01%	338
2023 Q2	$254K	Buy	10,306 +1,724	+20%	+$42.1K	0.01%	318
2023 Q1	$210K	Hold	8,582	–	–	0.01%	338
2022 Q4	$203K	Buy	+8,582	New	+$200K	0.01%	326
2020 Q1	–	Sell	-151,500	Closed	-$4.15M	–	249
2019 Q4	$4.15M	Buy	+151,500	New	+$3.99M	0.3%	78

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

SAG

SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 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

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

Baker Avenue Asset Management's SCHE Position: Q1 2025 in Review

Baker Avenue Asset Management sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q1 2025, closing a stake of 8,582 shares — an estimated $229K sold.

Baker Avenue Asset Management first reported a position in SCHE in Q4 2019 and held it in 10 quarters. The position peaked at $4.15M in Q4 2019. 761 funds tracked by Wall St. Rank hold SCHE as of Q1 2025.

Baker Avenue Asset Management reported no remaining Schwab Emerging Markets Equity ETF position as of Q1 2025 after selling out during the quarter.
Baker Avenue Asset Management sold 8,582 Schwab Emerging Markets Equity ETF shares in Q1 2025, an estimated $229K.
Baker Avenue Asset Management first reported a position in Schwab Emerging Markets Equity ETF in Q4 2019 and held it in 10 quarters.
Baker Avenue Asset Management's Schwab Emerging Markets Equity ETF position peaked at $4.15M in Q4 2019.
761 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2025.

Based on Baker Avenue Asset Management's 13F filing for Q1 2025, filed 8 May 2025.