CAI
SCHE icon

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

Capital Advisors Inc’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
-20,068
Closed -$605K – 359
2025
Q2 		$605K Buy
+20,068
New +$568K 0.01% 188

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

Capital Advisors Inc's SCHE Position: Q3 2025 in Review

Capital Advisors Inc sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q3 2025, closing a stake of 20,068 shares — an estimated $605K sold.

Capital Advisors Inc first reported a position in SCHE in Q2 2025 and held it in 1 quarter. The position peaked at $605K in Q2 2025. 785 funds tracked by Wall St. Rank hold SCHE as of Q3 2025.

  • Capital Advisors Inc reported no remaining Schwab Emerging Markets Equity ETF position as of Q3 2025 after selling out during the quarter.
  • Capital Advisors Inc sold 20,068 Schwab Emerging Markets Equity ETF shares in Q3 2025, an estimated $605K.
  • Capital Advisors Inc first reported a position in Schwab Emerging Markets Equity ETF in Q2 2025 and held it in 1 quarter.
  • Capital Advisors Inc's Schwab Emerging Markets Equity ETF position peaked at $605K in Q2 2025.
  • 785 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2025.

Based on Capital Advisors Inc's 13F filing for Q3 2025, filed 21 Oct 2025.