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

Bristlecone 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
-2,498
Closed -$75.3K – 290
2025
Q2 		$75.3K Buy
2,498
+3
+0.1% +$85 0.01% 246
2025
Q1 		$68.8K Hold
2,495
– – 0.01% 307
2024
Q4 		$66.5K Sell
2,495
-535
-18% -$15.1K 0.01% 307
2024
Q3 		$88.4K Buy
+3,030
New +$82K 0.01% 301
2023
Q2 		– Sell
-3,171
Closed -$77.7K – 328
2023
Q1 		$77.7K Sell
3,171
-10,079
-76% -$250K 0.01% 287
2022
Q4 		$314K Sell
13,250
-6,771
-34% -$158K 0.04% 204
2022
Q3 		$448K Sell
20,021
-6,887
-26% -$170K 0.06% 171
2022
Q2 		$683K Sell
26,908
-10,802
-29% -$282K 0.08% 143
2022
Q1 		$1.05M Sell
37,710
-694
-2% -$20.1K 0.13% 122
2021
Q4 		$1.14M Buy
38,404
+1,418
+4% +$43.3K 0.14% 120
2021
Q3 		$1.13M Sell
36,986
-4,268
-10% -$133K 0.15% 120
2021
Q2 		$1.36M Buy
41,254
+956
+2% +$31K 0.18% 108
2021
Q1 		$1.28M Buy
40,298
+2,216
+6% +$72.2K 0.19% 109
2020
Q4 		$1.17M Buy
38,082
+12,635
+50% +$366K 0.19% 108
2020
Q3 		$681K Buy
+25,447
New +$680K 0.12% 118
2017
Q4 		– Sell
-487
Closed -$13K – 248
2017
Q3 		$13K Buy
+487
New +$12.9K ﹤0.01% 257

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 $10B AUM 15.14% 1-Year Est. Return

Bristlecone Advisors's SCHE Position: Q3 2025 in Review

Bristlecone Advisors sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q3 2025, closing a stake of 2,498 shares — an estimated $75.3K sold.

Bristlecone Advisors first reported a position in SCHE in Q3 2017 and held it in 16 quarters. The position peaked at $1.36M in Q2 2021. 784 funds tracked by Wall St. Rank hold SCHE as of Q3 2025.

  • Bristlecone Advisors reported no remaining Schwab Emerging Markets Equity ETF position as of Q3 2025 after selling out during the quarter.
  • Bristlecone Advisors sold 2,498 Schwab Emerging Markets Equity ETF shares in Q3 2025, an estimated $75.3K.
  • Bristlecone Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q3 2017 and held it in 16 quarters.
  • Bristlecone Advisors's Schwab Emerging Markets Equity ETF position peaked at $1.36M in Q2 2021.
  • 784 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2025.

Based on Bristlecone Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.