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Clarkston Capital Partners’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Clarkston Capital Partners’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
-589
Closed -$15.7K – 157
2024
Q4 		$15.7K Hold
589
– – ﹤0.01% 156
2024
Q3 		$17.2K Hold
589
– – ﹤0.01% 150
2024
Q2 		$15.6K Hold
589
– – ﹤0.01% 149
2024
Q1 		$14.9K Sell
589
-664
-53% -$16.3K ﹤0.01% 152
2023
Q4 		$31.1K Sell
1,253
-852
-40% -$20.5K ﹤0.01% 153
2023
Q3 		$50.4K Hold
2,105
– – ﹤0.01% 148
2023
Q2 		$51.8K Sell
2,105
-4,116
-66% -$101K ﹤0.01% 152
2023
Q1 		$153K Buy
6,221
+197
+3% +$4.88K ﹤0.01% 144
2022
Q4 		$143K Buy
6,024
+240
+4% +$5.59K ﹤0.01% 156
2022
Q3 		$130K Hold
5,784
– – ﹤0.01% 157
2022
Q2 		$147K Sell
5,784
-51
-0.9% -$1.33K ﹤0.01% 166
2022
Q1 		$162K Buy
5,835
+26
+0.4% +$753 ﹤0.01% 172
2021
Q4 		$172K Buy
5,809
+96
+2% +$2.93K ﹤0.01% 157
2021
Q3 		$174K Buy
5,713
+93
+2% +$2.91K ﹤0.01% 146
2021
Q2 		$185K Hold
5,620
– – ﹤0.01% 144
2021
Q1 		$179K Sell
5,620
-30
-0.5% -$977 ﹤0.01% 147
2020
Q4 		$173K Sell
5,650
-116
-2% -$3.36K ﹤0.01% 116
2020
Q3 		$154K Buy
5,766
+40
+0.7% +$1.07K ﹤0.01% 105
2020
Q2 		$139K Sell
5,726
-243
-4% -$5.52K ﹤0.01% 98
2020
Q1 		$123K Buy
5,969
+157
+3% +$3.93K ﹤0.01% 93
2019
Q4 		$159K Buy
5,812
+31
+0.5% +$817 ﹤0.01% 99
2019
Q3 		$145K Buy
+5,781
New +$147K ﹤0.01% 97

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
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
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM

Clarkston Capital Partners's SCHE Position: Q1 2025 in Review

Clarkston Capital Partners sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q1 2025, closing a stake of 589 shares — an estimated $15.7K sold.

Clarkston Capital Partners first reported a position in SCHE in Q3 2019 and held it in 22 quarters. The position peaked at $185K in Q2 2021. 761 funds tracked by Wall St. Rank hold SCHE as of Q1 2025.

  • Clarkston Capital Partners reported no remaining Schwab Emerging Markets Equity ETF position as of Q1 2025 after selling out during the quarter.
  • Clarkston Capital Partners sold 589 Schwab Emerging Markets Equity ETF shares in Q1 2025, an estimated $15.7K.
  • Clarkston Capital Partners first reported a position in Schwab Emerging Markets Equity ETF in Q3 2019 and held it in 22 quarters.
  • Clarkston Capital Partners's Schwab Emerging Markets Equity ETF position peaked at $185K in Q2 2021.
  • 761 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2025.

Based on Clarkston Capital Partners's 13F filing for Q1 2025, filed 14 May 2025.