Carolinas Wealth Consulting’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Carolinas Wealth Consulting’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 Q1	–	Sell	-77	Closed	-$2.04K	–	1081
2024 Q4	$2.04K	Buy	77 +2	+3%	+$56	﹤0.01%	829
2024 Q3	$2.17K	Hold	75	–	–	﹤0.01%	803
2024 Q2	$1.98K	Buy	75 +1	+1%	+$26	﹤0.01%	800
2024 Q1	$1.88K	Hold	74	–	–	﹤0.01%	801
2023 Q4	$1.84K	Buy	74 +2	+3%	+$48	﹤0.01%	751
2023 Q3	$1.66K	Hold	72	–	–	﹤0.01%	765
2023 Q2	$1.77K	Buy	72 +1	+1%	+$24	﹤0.01%	831
2023 Q1	$1.75K	Sell	71 -23	-24%	-$570	﹤0.01%	827
2022 Q4	$2.22K	Buy	94 +43	+84%	+$1K	﹤0.01%	796
2022 Q3	$1K	Hold	51	–	–	﹤0.01%	848
2022 Q2	$1K	Hold	51	–	–	﹤0.01%	856
2022 Q1	$1K	Hold	51	–	–	﹤0.01%	880
2021 Q4	$2K	Hold	51	–	–	﹤0.01%	844
2021 Q3	$2K	Buy	51 +1	+2%	+$31	﹤0.01%	807
2021 Q2	$2K	Buy	50 +30	+150%	+$973	﹤0.01%	821
2021 Q1	$1K	Buy	+20	New	+$651	﹤0.01%	910

Other funds holding SCHE

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

Carolinas Wealth Consulting's SCHE Position: Q1 2025 in Review

Carolinas Wealth Consulting sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q1 2025, closing a stake of 77 shares — an estimated $2.04K sold.

Carolinas Wealth Consulting first reported a position in SCHE in Q1 2021 and held it in 16 quarters. The position peaked at $2.22K in Q4 2022. 761 funds tracked by Wall St. Rank hold SCHE as of Q1 2025.

Carolinas Wealth Consulting reported no remaining Schwab Emerging Markets Equity ETF position as of Q1 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 77 Schwab Emerging Markets Equity ETF shares in Q1 2025, an estimated $2.04K.
Carolinas Wealth Consulting first reported a position in Schwab Emerging Markets Equity ETF in Q1 2021 and held it in 16 quarters.
Carolinas Wealth Consulting's Schwab Emerging Markets Equity ETF position peaked at $2.22K in Q4 2022.
761 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q1 2025, filed 14 Aug 2025.