Bellwether Advisors’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Bellwether Advisors’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	-3,676	Closed	-$111K	–	484
2025 Q2	$111K	Hold	3,676	–	–	0.02%	162
2025 Q1	$101K	Hold	3,676	–	–	0.02%	167
2024 Q4	$97.9K	Buy	+3,676	New	+$104K	0.02%	185
2023 Q2	–	Sell	-59	Closed	-$1.46K	–	364
2023 Q1	$1.46K	Hold	59	–	–	﹤0.01%	355
2022 Q4	$1.4K	Buy	59 +2	+4%	+$47	﹤0.01%	369
2022 Q3	$1K	Hold	57	–	–	﹤0.01%	445
2022 Q2	$1K	Hold	57	–	–	﹤0.01%	373
2022 Q1	$1K	Hold	57	–	–	﹤0.01%	519
2021 Q4	$1K	Buy	57 +1	+2%	+$31	﹤0.01%	542
2021 Q3	$1K	Hold	56	–	–	﹤0.01%	521
2021 Q2	$1K	Buy	56 +1	+2%	+$32	﹤0.01%	412
2021 Q1	$1K	Buy	+55	New	+$1.79K	﹤0.01%	386

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

SAG

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 $59.8B AUM 29.42% 1-Year Est. Return

RIM

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

Bellwether Advisors's SCHE Position: Q3 2025 in Review

Bellwether Advisors sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q3 2025, closing a stake of 3,676 shares — an estimated $111K sold.

Bellwether Advisors first reported a position in SCHE in Q1 2021 and held it in 12 quarters. The position peaked at $111K in Q2 2025. 784 funds tracked by Wall St. Rank hold SCHE as of Q3 2025.

Bellwether Advisors reported no remaining Schwab Emerging Markets Equity ETF position as of Q3 2025 after selling out during the quarter.
Bellwether Advisors sold 3,676 Schwab Emerging Markets Equity ETF shares in Q3 2025, an estimated $111K.
Bellwether Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q1 2021 and held it in 12 quarters.
Bellwether Advisors's Schwab Emerging Markets Equity ETF position peaked at $111K in Q2 2025.
784 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2025.

Based on Bellwether Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.