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Blue Sky Capital Consultants Group’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Blue Sky Capital Consultants Group’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
Q4 		– Sell
-5,995
Closed -$200K – 78
2025
Q3 		$200K Sell
5,995
-1,419
-19% -$44.7K 0.09% 61
2025
Q2 		$223K Sell
7,414
-320
-4% -$9.06K 0.11% 54
2025
Q1 		$213K Buy
+7,734
New +$212K 0.14% 47

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 $103B AUM 28.65% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM

Blue Sky Capital Consultants Group's SCHE Position: Q4 2025 in Review

Blue Sky Capital Consultants Group sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q4 2025, closing a stake of 5,995 shares — an estimated $200K sold.

Blue Sky Capital Consultants Group first reported a position in SCHE in Q1 2025 and held it in 3 quarters. The position peaked at $223K in Q2 2025. 833 funds tracked by Wall St. Rank hold SCHE as of Q4 2025.

  • Blue Sky Capital Consultants Group reported no remaining Schwab Emerging Markets Equity ETF position as of Q4 2025 after selling out during the quarter.
  • Blue Sky Capital Consultants Group sold 5,995 Schwab Emerging Markets Equity ETF shares in Q4 2025, an estimated $200K.
  • Blue Sky Capital Consultants Group first reported a position in Schwab Emerging Markets Equity ETF in Q1 2025 and held it in 3 quarters.
  • Blue Sky Capital Consultants Group's Schwab Emerging Markets Equity ETF position peaked at $223K in Q2 2025.
  • 833 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q4 2025.

Based on Blue Sky Capital Consultants Group's 13F filing for Q4 2025, filed 23 Jan 2026.