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Calton & Associates’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Calton & Associates’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
-19,939
Closed -$601K – 454
2025
Q2 		$601K Sell
19,939
-65
-0.3% -$1.84K 0.1% 181
2025
Q1 		$552K Buy
+20,004
New +$548K 0.13% 153

Other funds holding SCHE

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
US Bancorp
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Calton & Associates's SCHE Position: Q3 2025 in Review

Calton & Associates sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q3 2025, closing a stake of 19,939 shares — an estimated $601K sold.

Calton & Associates first reported a position in SCHE in Q1 2025 and held it in 2 quarters. The position peaked at $601K in Q2 2025. 785 funds tracked by Wall St. Rank hold SCHE as of Q3 2025.

  • Calton & Associates reported no remaining Schwab Emerging Markets Equity ETF position as of Q3 2025 after selling out during the quarter.
  • Calton & Associates sold 19,939 Schwab Emerging Markets Equity ETF shares in Q3 2025, an estimated $601K.
  • Calton & Associates first reported a position in Schwab Emerging Markets Equity ETF in Q1 2025 and held it in 2 quarters.
  • Calton & Associates's Schwab Emerging Markets Equity ETF position peaked at $601K in Q2 2025.
  • 785 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2025.

Based on Calton & Associates's 13F filing for Q3 2025, filed 7 Nov 2025.