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Compass Planning Associates’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Compass Planning Associates’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 		– Sell
-3,071
Closed -$92.6K – 102
2025
Q2 		$92.6K Buy
3,071
+4
+0.1% +$113 0.09% 45
2025
Q1 		$84.6K Hold
3,067
– – 0.09% 48
2024
Q4 		$81.7K Buy
+3,067
New +$86.6K 0.08% 49

Other funds holding SCHE

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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 $34.6B AUM 29.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Compass Planning Associates's SCHE Position: Q3 2025 in Review

Compass Planning Associates sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q3 2025, closing a stake of 3,071 shares — an estimated $92.6K sold.

Compass Planning Associates first reported a position in SCHE in Q4 2024 and held it in 3 quarters. The position peaked at $92.6K in Q2 2025. 784 funds tracked by Wall St. Rank hold SCHE as of Q3 2025.

  • Compass Planning Associates reported no remaining Schwab Emerging Markets Equity ETF position as of Q3 2025 after selling out during the quarter.
  • Compass Planning Associates sold 3,071 Schwab Emerging Markets Equity ETF shares in Q3 2025, an estimated $92.6K.
  • Compass Planning Associates first reported a position in Schwab Emerging Markets Equity ETF in Q4 2024 and held it in 3 quarters.
  • Compass Planning Associates's Schwab Emerging Markets Equity ETF position peaked at $92.6K in Q2 2025.
  • 784 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2025.

Based on Compass Planning Associates's 13F filing for Q3 2025, filed 22 Oct 2025.