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

Congress 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
2025
Q2 		$794K Sell
26,335
-233
-0.9% -$6.6K 0.01% 769
2025
Q1 		$735K Buy
26,568
+5,271
+25% +$144K 0.01% 708
2024
Q4 		$567K Buy
21,297
+1,680
+9% +$47.4K 0.01% 614
2024
Q3 		$572K Sell
19,617
-668
-3% -$18.1K 0.01% 618
2024
Q2 		$539K Sell
20,285
-1,079
-5% -$28.1K 0.01% 526
2024
Q1 		$539K Sell
21,364
-1,573
-7% -$38.7K 0.01% 443
2023
Q4 		$569K Sell
22,937
-3,920
-15% -$94.3K 0.01% 449
2023
Q3 		$643K Sell
26,857
-14,099
-34% -$349K 0.01% 421
2023
Q2 		$1.01M Sell
40,956
-1,857
-4% -$45.4K 0.02% 338
2023
Q1 		$1.05M Sell
42,813
-505
-1% -$12.5K 0.03% 331
2022
Q4 		$1.03M Sell
43,318
-392
-0.9% -$9.12K 0.03% 330
2022
Q3 		$979K Sell
43,710
-1,921
-4% -$47.5K 0.03% 336
2022
Q2 		$1.16M Sell
45,631
-310
-0.7% -$8.1K 0.03% 319
2022
Q1 		$1.27M Sell
45,941
-1,628
-3% -$47.1K 0.03% 325
2021
Q4 		$1.41M Buy
+47,569
New +$1.45M 0.03% 338

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
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
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Congress Wealth Management's SCHE Position: Q2 2025 in Review

Congress Wealth Management reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 0.88% in Q2 2025, selling an estimated $6.6K and leaving 26,335 shares worth $794K. The position accounts for 0.01% of the portfolio, ranked #769.

Congress Wealth Management first reported a position in SCHE in Q4 2021 and has held it in 15 quarters since. The position peaked at $1.41M in Q4 2021. 770 funds tracked by Wall St. Rank hold SCHE as of Q2 2025.

  • Congress Wealth Management held 26,335 shares of Schwab Emerging Markets Equity ETF worth $794K as of Q2 2025.
  • Congress Wealth Management sold 233 Schwab Emerging Markets Equity ETF shares in Q2 2025, an estimated $6.6K.
  • Schwab Emerging Markets Equity ETF made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #769 holding.
  • Congress Wealth Management first reported a position in Schwab Emerging Markets Equity ETF in Q4 2021 and has held it in 15 quarters since.
  • Congress Wealth Management's Schwab Emerging Markets Equity ETF position peaked at $1.41M in Q4 2021.
  • 770 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.