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Brass Tax Wealth Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Brass Tax 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
Q3 		$371K Sell
11,127
-363
-3% -$11.4K 0.06% 155
2025
Q2 		$346K Sell
11,490
-271
-2% -$7.67K 0.07% 153
2025
Q1 		$324K Sell
11,761
-2,726
-19% -$74.6K 0.07% 144
2024
Q4 		$386K Sell
14,487
-11,540
-44% -$326K 0.08% 115
2024
Q3 		$759K Buy
+26,027
New +$704K 0.16% 66

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 $59.8B 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 $11.5B AUM 18.82% 1-Year Est. Return

Brass Tax Wealth Management's SCHE Position: Q3 2025 in Review

Brass Tax Wealth Management reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 3.2% in Q3 2025, selling an estimated $11.4K and leaving 11,127 shares worth $371K. The position accounts for 0.06% of the portfolio, ranked #155.

Brass Tax Wealth Management first reported a position in SCHE in Q3 2024 and has held it in 5 quarters since. The position peaked at $759K in Q3 2024. 784 funds tracked by Wall St. Rank hold SCHE as of Q3 2025.

  • Brass Tax Wealth Management held 11,127 shares of Schwab Emerging Markets Equity ETF worth $371K as of Q3 2025.
  • Brass Tax Wealth Management sold 363 Schwab Emerging Markets Equity ETF shares in Q3 2025, an estimated $11.4K.
  • Schwab Emerging Markets Equity ETF made up 0.06% of Brass Tax Wealth Management's portfolio in Q3 2025, its #155 holding.
  • Brass Tax Wealth Management first reported a position in Schwab Emerging Markets Equity ETF in Q3 2024 and has held it in 5 quarters since.
  • Brass Tax Wealth Management's Schwab Emerging Markets Equity ETF position peaked at $759K in Q3 2024.
  • 784 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2025.

Based on Brass Tax Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.