Cyndeo Wealth Partners’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Cyndeo Wealth 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 Q2	–	Sell	-31,756	Closed	-$876K	–	489
2025 Q1	$876K	Hold	31,756	–	–	0.06%	234
2024 Q4	$846K	Hold	31,756	–	–	0.06%	234
2024 Q3	$927K	Sell	31,756 -5,566	-15%	-$151K	0.06%	224
2024 Q2	$991K	Hold	37,322	–	–	0.08%	213
2024 Q1	$942K	Sell	37,322 -12,004	-24%	-$295K	0.08%	205
2023 Q4	$1.22M	Sell	49,326 -4,440	-8%	-$107K	0.11%	175
2023 Q3	$1.29M	Buy	+53,766	New	+$1.33M	0.13%	160

Other funds holding SCHE

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

SAG

SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Cyndeo Wealth Partners's SCHE Position: Q2 2025 in Review

Cyndeo Wealth Partners sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q2 2025, closing a stake of 31,756 shares — an estimated $876K sold.

Cyndeo Wealth Partners first reported a position in SCHE in Q3 2023 and held it in 7 quarters. The position peaked at $1.29M in Q3 2023. 769 funds tracked by Wall St. Rank hold SCHE as of Q2 2025.

Cyndeo Wealth Partners reported no remaining Schwab Emerging Markets Equity ETF position as of Q2 2025 after selling out during the quarter.
Cyndeo Wealth Partners sold 31,756 Schwab Emerging Markets Equity ETF shares in Q2 2025, an estimated $876K.
Cyndeo Wealth Partners first reported a position in Schwab Emerging Markets Equity ETF in Q3 2023 and held it in 7 quarters.
Cyndeo Wealth Partners's Schwab Emerging Markets Equity ETF position peaked at $1.29M in Q3 2023.
769 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2025.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2025, filed 24 Jul 2025.