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

David 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	$241K	Buy	+7,992	New	+$226K	0.18%	50

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

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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

David Wealth Management opened a new position in Schwab Emerging Markets Equity ETF (SCHE) in Q2 2025: 7,992 shares worth $241K. The stake represents 0.18% of the portfolio and ranks #50 among its holdings.

769 funds tracked by Wall St. Rank hold SCHE as of Q2 2025.

David Wealth Management held 7,992 shares of Schwab Emerging Markets Equity ETF worth $241K as of Q2 2025.
Schwab Emerging Markets Equity ETF was a new David Wealth Management position in Q2 2025.
Schwab Emerging Markets Equity ETF made up 0.18% of David Wealth Management's portfolio in Q2 2025, its #50 holding.
769 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2025.

Based on David Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.