Beacon Capital Management LLC (Tennessee)’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Beacon Capital Management LLC (Tennessee)’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 Q3	–	Sell	-571	Closed	-$17.2K	–	828
2025 Q2	$17.2K	Sell	571 -146	-20%	-$4.13K	﹤0.01%	527
2025 Q1	$19.8K	Buy	717 +147	+26%	+$4.02K	﹤0.01%	481
2024 Q4	$15.2K	Buy	570 +14	+3%	+$395	﹤0.01%	526
2024 Q3	$16.2K	Hold	556	–	–	﹤0.01%	539
2024 Q2	$14.8K	Sell	556 -181	-25%	-$4.72K	﹤0.01%	502
2024 Q1	$18.6K	Hold	737	–	–	﹤0.01%	466
2023 Q4	$17.6K	Hold	737	–	–	0.01%	411
2023 Q3	$18.2K	Hold	737	–	–	﹤0.01%	425
2023 Q2	$18.2K	Hold	737	–	–	﹤0.01%	425
2023 Q1	$18.1K	Sell	737 -233	-24%	-$5.77K	0.01%	377
2022 Q4	$23K	Buy	970 +188	+24%	+$4.38K	0.01%	351
2022 Q3	$20K	Sell	782 -9	-1%	-$222	0.01%	345
2022 Q2	$21K	Hold	791	–	–	0.01%	385
2022 Q1	$21K	Buy	+791	New	+$22.9K	0.01%	385

Other funds holding SCHE

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s SCHE Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q3 2025, closing a stake of 571 shares — an estimated $17.2K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in SCHE in Q1 2022 and held it in 14 quarters. The position peaked at $23K in Q4 2022. 785 funds tracked by Wall St. Rank hold SCHE as of Q3 2025.

Beacon Capital Management LLC (Tennessee) reported no remaining Schwab Emerging Markets Equity ETF position as of Q3 2025 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 571 Schwab Emerging Markets Equity ETF shares in Q3 2025, an estimated $17.2K.
Beacon Capital Management LLC (Tennessee) first reported a position in Schwab Emerging Markets Equity ETF in Q1 2022 and held it in 14 quarters.
Beacon Capital Management LLC (Tennessee)'s Schwab Emerging Markets Equity ETF position peaked at $23K in Q4 2022.
785 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.