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

Cobblestone Capital Advisors’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 		$3.2M Sell
95,921
-2,431
-2% -$76.6K 0.15% 66
2025
Q2 		$2.96M Buy
98,352
+2,000
+2% +$56.6K 0.15% 65
2025
Q1 		$2.66M Sell
96,352
-1,471
-2% -$40.3K 0.15% 67
2024
Q4 		$2.61M Sell
97,823
-1,334
-1% -$37.7K 0.14% 66
2024
Q3 		$2.89M Sell
99,157
-1,357
-1% -$36.7K 0.16% 60
2024
Q2 		$2.67M Sell
100,514
-2,289
-2% -$59.7K 0.16% 62
2024
Q1 		$2.6M Sell
102,803
-12,176
-11% -$299K 0.16% 63
2023
Q4 		$2.85M Buy
114,979
+17,660
+18% +$425K 0.19% 62
2023
Q3 		$2.33M Sell
97,319
-1,778
-2% -$44K 0.17% 61
2023
Q2 		$2.44M Sell
99,097
-1,051
-1% -$25.7K 0.17% 63
2023
Q1 		$2.46M Sell
100,148
-2,316
-2% -$57.4K 0.18% 63
2022
Q4 		$2.43M Buy
102,464
+14,977
+17% +$349K 0.19% 64
2022
Q3 		$1.96M Buy
87,487
+13,055
+18% +$323K 0.16% 67
2022
Q2 		$1.89M Sell
74,432
-2,732
-4% -$71.4K 0.14% 74
2022
Q1 		$2.14M Buy
77,164
+5,429
+8% +$157K 0.15% 71
2021
Q4 		$2.13M Buy
71,735
+1,356
+2% +$41.4K 0.14% 74
2021
Q3 		$2.15M Buy
70,379
+1,852
+3% +$57.9K 0.15% 69
2021
Q2 		$2.25M Sell
68,527
-7,888
-10% -$256K 0.15% 69
2021
Q1 		$2.43M Sell
76,415
-38,289
-33% -$1.25M 0.18% 64
2020
Q4 		$3.52M Sell
114,704
-2,513
-2% -$72.9K 0.27% 51
2020
Q3 		$3.14M Sell
117,217
-1,606
-1% -$42.9K 0.27% 50
2020
Q2 		$2.89M Buy
118,823
+583
+0.5% +$13.2K 0.26% 53
2020
Q1 		$2.45M Sell
118,240
-13,329
-10% -$333K 0.26% 54
2019
Q4 		$3.6M Sell
131,569
-642
-0.5% -$16.9K 0.33% 53
2019
Q3 		$3.32M Buy
132,211
+391
+0.3% +$9.95K 0.33% 54
2019
Q2 		$3.46M Buy
131,820
+33,286
+34% +$862K 0.31% 57
2019
Q1 		$2.56M Buy
98,534
+18,136
+23% +$460K 0.24% 64
2018
Q4 		$1.89M Buy
80,398
+27,714
+53% +$672K 0.19% 66
2018
Q3 		$1.35M Buy
52,684
+6,778
+15% +$176K 0.13% 78
2018
Q2 		$1.19M Sell
45,906
-6,200
-12% -$170K 0.12% 81
2018
Q1 		$1.5M Buy
52,106
+11,871
+30% +$348K 0.15% 72
2017
Q4 		$1.12M Buy
40,235
+470
+1% +$13K 0.11% 90
2017
Q3 		$1.07M Buy
39,765
+65
+0.2% +$1.72K 0.13% 80
2017
Q2 		$987K Sell
39,700
-1,330
-3% -$32.7K 0.13% 78
2017
Q1 		$983K Sell
41,030
-3,145
-7% -$73.2K 0.13% 79
2016
Q4 		$952K Buy
44,175
+29,035
+192% +$650K 0.13% 81
2016
Q3 		$349K Sell
15,140
-455
-3% -$10.3K 0.05% 145
2016
Q2 		$332K Buy
+15,595
New +$321K 0.05% 148
2016
Q1 		– Sell
-25,875
Closed -$505K – 192
2015
Q4 		$505K Sell
25,875
-670
-3% -$14K 0.08% 129
2015
Q3 		$537K Sell
26,545
-10,135
-28% -$222K 0.09% 115
2015
Q2 		$902K Sell
36,680
-4,060
-10% -$104K 0.14% 93
2015
Q1 		$992K Buy
40,740
+7,754
+24% +$188K 0.15% 82
2014
Q4 		$788K Buy
32,986
+5,848
+22% +$146K 0.14% 97
2014
Q3 		$689K Buy
27,138
+1,375
+5% +$36.9K 0.13% 102
2014
Q2 		$671K Sell
25,763
-2,496
-9% -$63K 0.13% 104
2014
Q1 		$688K Sell
28,259
-95,954
-77% -$2.23M 0.13% 101
2013
Q4 		$3.06M Sell
124,213
-150,680
-55% -$3.79M 0.58% 55
2013
Q3 		$6.76M Sell
274,893
-2,414
-0.9% -$57.8K 1.38% 23
2013
Q2 		$6.47M Buy
+277,307
New +$6.91M 1.42% 23

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
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

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

Cobblestone Capital Advisors reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 2.5% in Q3 2025, selling an estimated $76.6K and leaving 95,921 shares worth $3.2M. The position accounts for 0.15% of the portfolio, ranked #66.

Cobblestone Capital Advisors first reported a position in SCHE in Q2 2013 and has held it in 49 quarters since. The position peaked at $6.76M in Q3 2013. 784 funds tracked by Wall St. Rank hold SCHE as of Q3 2025.

  • Cobblestone Capital Advisors held 95,921 shares of Schwab Emerging Markets Equity ETF worth $3.2M as of Q3 2025.
  • Cobblestone Capital Advisors sold 2,431 Schwab Emerging Markets Equity ETF shares in Q3 2025, an estimated $76.6K.
  • Schwab Emerging Markets Equity ETF made up 0.15% of Cobblestone Capital Advisors's portfolio in Q3 2025, its #66 holding.
  • Cobblestone Capital Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q2 2013 and has held it in 49 quarters since.
  • Cobblestone Capital Advisors's Schwab Emerging Markets Equity ETF position peaked at $6.76M in Q3 2013.
  • 784 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2025.

Based on Cobblestone Capital Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.