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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 – 485
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 – 380
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
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
US Bancorp
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return