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Clayton Financial Group’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Clayton Financial Group’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
Q2 		– Sell
-47,343
Closed -$1.31M – 95
2025
Q1 		$1.31M Sell
47,343
-446
-0.9% -$12.2K 0.48% 37
2024
Q4 		$1.27M Buy
47,789
+4,764
+11% +$135K 0.46% 38
2024
Q3 		$1.26M Buy
43,025
+5,338
+14% +$144K 0.47% 38
2024
Q2 		$952K Buy
37,687
+1,825
+5% +$47.6K 0.41% 42
2024
Q1 		$906K Buy
35,862
+3,133
+10% +$77K 0.41% 40
2023
Q4 		$811K Buy
+32,729
New +$787K 0.5% 33

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
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Clayton Financial Group's SCHE Position: Q2 2025 in Review

Clayton Financial Group sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q2 2025, closing a stake of 47,343 shares — an estimated $1.31M sold.

Clayton Financial Group first reported a position in SCHE in Q4 2023 and held it in 6 quarters. The position peaked at $1.31M in Q1 2025. 769 funds tracked by Wall St. Rank hold SCHE as of Q2 2025.

  • Clayton Financial Group reported no remaining Schwab Emerging Markets Equity ETF position as of Q2 2025 after selling out during the quarter.
  • Clayton Financial Group sold 47,343 Schwab Emerging Markets Equity ETF shares in Q2 2025, an estimated $1.31M.
  • Clayton Financial Group first reported a position in Schwab Emerging Markets Equity ETF in Q4 2023 and held it in 6 quarters.
  • Clayton Financial Group's Schwab Emerging Markets Equity ETF position peaked at $1.31M in Q1 2025.
  • 769 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2025.

Based on Clayton Financial Group's 13F filing for Q2 2025, filed 14 Jul 2025.