Beaird Harris Wealth Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Beaird Harris Wealth 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	-103	Closed	-$2.74K	–	531
2024 Q4	$2.74K	Sell	103 -80	-44%	-$2.26K	﹤0.01%	407
2024 Q3	$5.34K	Sell	183 -26	-12%	-$704	﹤0.01%	374
2024 Q2	$5.55K	Hold	209	–	–	﹤0.01%	436
2024 Q1	$5.28K	Hold	209	–	–	﹤0.01%	384
2023 Q4	$5.18K	Hold	209	–	–	﹤0.01%	377
2023 Q3	$5K	Hold	209	–	–	﹤0.01%	305
2023 Q2	$5.15K	Hold	209	–	–	﹤0.01%	317
2023 Q1	$5.13K	Hold	209	–	–	﹤0.01%	316
2022 Q4	$4.95K	Hold	209	–	–	﹤0.01%	415
2022 Q3	$5K	Hold	209	–	–	﹤0.01%	347
2022 Q2	$5K	Sell	209 -506	-71%	-$13.2K	﹤0.01%	313
2022 Q1	$20K	Buy	715 +500	+233%	+$14.5K	0.01%	254
2021 Q4	$6K	Buy	+215	New	+$6.57K	﹤0.01%	458

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

Beaird Harris Wealth Management's SCHE Position: Q1 2025 in Review

Beaird Harris Wealth Management sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q1 2025, closing a stake of 103 shares — an estimated $2.74K sold.

Beaird Harris Wealth Management first reported a position in SCHE in Q4 2021 and held it in 13 quarters. The position peaked at $20K in Q1 2022. 761 funds tracked by Wall St. Rank hold SCHE as of Q1 2025.

Beaird Harris Wealth Management reported no remaining Schwab Emerging Markets Equity ETF position as of Q1 2025 after selling out during the quarter.
Beaird Harris Wealth Management sold 103 Schwab Emerging Markets Equity ETF shares in Q1 2025, an estimated $2.74K.
Beaird Harris Wealth Management first reported a position in Schwab Emerging Markets Equity ETF in Q4 2021 and held it in 13 quarters.
Beaird Harris Wealth Management's Schwab Emerging Markets Equity ETF position peaked at $20K in Q1 2022.
761 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2025.

Based on Beaird Harris Wealth Management's 13F filing for Q1 2025, filed 15 May 2025.