Coston McIsaac & Partners’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Coston McIsaac & Partners’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	-67	Closed	-$2K	–	850
2025 Q2	$2K	Hold	67	–	–	﹤0.01%	703
2025 Q1	$1K	Hold	67	–	–	﹤0.01%	723
2024 Q4	$1K	Buy	67 +2	+3%	+$56	﹤0.01%	722
2024 Q3	$1K	Hold	65	–	–	﹤0.01%	726
2024 Q2	$1K	Hold	65	–	–	﹤0.01%	706
2024 Q1	$1K	Hold	65	–	–	﹤0.01%	695
2023 Q4	$1K	Buy	65 +2	+3%	+$48	﹤0.01%	691
2023 Q3	$1K	Hold	63	–	–	﹤0.01%	696
2023 Q2	$1K	Hold	63	–	–	﹤0.01%	737
2023 Q1	$1K	Hold	63	–	–	﹤0.01%	767
2022 Q4	$1K	Buy	63 +2	+3%	+$47	﹤0.01%	735
2022 Q3	$1K	Sell	61 -1	-2%	-$25	﹤0.01%	654
2022 Q2	$2K	Buy	+62	New	+$1.62K	﹤0.01%	434

Other funds holding SCHE

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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 Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Coston McIsaac & Partners's SCHE Position: Q3 2025 in Review

Coston McIsaac & Partners sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q3 2025, closing a stake of 67 shares — an estimated $2K sold.

Coston McIsaac & Partners first reported a position in SCHE in Q2 2022 and held it in 13 quarters. The position peaked at $2K in Q2 2025. 784 funds tracked by Wall St. Rank hold SCHE as of Q3 2025.

Coston McIsaac & Partners reported no remaining Schwab Emerging Markets Equity ETF position as of Q3 2025 after selling out during the quarter.
Coston McIsaac & Partners sold 67 Schwab Emerging Markets Equity ETF shares in Q3 2025, an estimated $2K.
Coston McIsaac & Partners first reported a position in Schwab Emerging Markets Equity ETF in Q2 2022 and held it in 13 quarters.
Coston McIsaac & Partners's Schwab Emerging Markets Equity ETF position peaked at $2K in Q2 2025.
784 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2025.

Based on Coston McIsaac & Partners's 13F filing for Q3 2025, filed 5 Nov 2025.