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Cassady Schiller Wealth Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Cassady Schiller 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
2024
Q4 		$55.4K Sell
2,081
-1
-0% -$28 0.02% 198
2024
Q3 		$60.7K Buy
2,082
+32
+2% +$866 0.02% 192
2024
Q2 		$54.4K Sell
2,050
-656
-24% -$17.1K 0.02% 191
2024
Q1 		$68.3K Buy
2,706
+919
+51% +$22.6K 0.03% 186
2023
Q4 		$44.3K Buy
1,787
+194
+12% +$4.67K 0.02% 213
2023
Q3 		$38.1K Sell
1,593
-18
-1% -$446 0.02% 214
2023
Q2 		$39.7K Buy
1,611
+160
+11% +$3.91K 0.02% 214
2023
Q1 		$35.6K Buy
1,451
+386
+36% +$9.56K 0.02% 229
2022
Q4 		$25.2K Buy
+1,065
New +$24.8K 0.02% 252
2022
Q1 		– Sell
-1,173
Closed -$35K – 505
2021
Q4 		$35K Buy
+1,173
New +$35.8K 0.02% 229

Other funds holding SCHE

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Cassady Schiller Wealth Management's SCHE Position: Q4 2024 in Review

Cassady Schiller Wealth Management reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 0.05% in Q4 2024, selling an estimated $28 and leaving 2,081 shares worth $55.4K. The position accounts for 0.02% of the portfolio, ranked #198.

Cassady Schiller Wealth Management first reported a position in SCHE in Q4 2021 and has held it in 10 quarters since. The position peaked at $68.3K in Q1 2024. 758 funds tracked by Wall St. Rank hold SCHE as of Q4 2024.

  • Cassady Schiller Wealth Management held 2,081 shares of Schwab Emerging Markets Equity ETF worth $55.4K as of Q4 2024.
  • Cassady Schiller Wealth Management sold 1 Schwab Emerging Markets Equity ETF share in Q4 2024, an estimated $28.
  • Schwab Emerging Markets Equity ETF made up 0.02% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #198 holding.
  • Cassady Schiller Wealth Management first reported a position in Schwab Emerging Markets Equity ETF in Q4 2021 and has held it in 10 quarters since.
  • Cassady Schiller Wealth Management's Schwab Emerging Markets Equity ETF position peaked at $68.3K in Q1 2024.
  • 758 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.