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Costello Asset Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Costello Asset 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 		– Sell
-50
Closed -$1.38K – 705
2025
Q1 		$1.38K Buy
+50
New +$1.37K ﹤0.01% 627

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SAG
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Northwestern Mutual Wealth Management
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US Bancorp
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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

Costello Asset Management's SCHE Position: Q2 2025 in Review

Costello Asset Management sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q2 2025, closing a stake of 50 shares — an estimated $1.38K sold.

Costello Asset Management first reported a position in SCHE in Q1 2025 and held it in 1 quarter. The position peaked at $1.38K in Q1 2025. 769 funds tracked by Wall St. Rank hold SCHE as of Q2 2025.

  • Costello Asset Management reported no remaining Schwab Emerging Markets Equity ETF position as of Q2 2025 after selling out during the quarter.
  • Costello Asset Management sold 50 Schwab Emerging Markets Equity ETF shares in Q2 2025, an estimated $1.38K.
  • Costello Asset Management first reported a position in Schwab Emerging Markets Equity ETF in Q1 2025 and held it in 1 quarter.
  • Costello Asset Management's Schwab Emerging Markets Equity ETF position peaked at $1.38K in Q1 2025.
  • 769 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2025.

Based on Costello Asset Management's 13F filing for Q2 2025, filed 24 Jul 2025.