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DecisionPoint Financial’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

DecisionPoint Financial’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
-517
Closed -$14.3K – 678
2025
Q1 		$14.3K Buy
+517
New +$14.2K ﹤0.01% 137
2024
Q2 		– Sell
-100
Closed -$2.56K – 273
2024
Q1 		$2.56K Buy
+100
New +$2.46K ﹤0.01% 219

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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

DecisionPoint Financial's SCHE Position: Q2 2025 in Review

DecisionPoint Financial sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q2 2025, closing a stake of 517 shares — an estimated $14.3K sold.

DecisionPoint Financial first reported a position in SCHE in Q1 2024 and held it in 2 quarters. The position peaked at $14.3K in Q1 2025. 769 funds tracked by Wall St. Rank hold SCHE as of Q2 2025.

  • DecisionPoint Financial reported no remaining Schwab Emerging Markets Equity ETF position as of Q2 2025 after selling out during the quarter.
  • DecisionPoint Financial sold 517 Schwab Emerging Markets Equity ETF shares in Q2 2025, an estimated $14.3K.
  • DecisionPoint Financial first reported a position in Schwab Emerging Markets Equity ETF in Q1 2024 and held it in 2 quarters.
  • DecisionPoint Financial's Schwab Emerging Markets Equity ETF position peaked at $14.3K in Q1 2025.
  • 769 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2025.

Based on DecisionPoint Financial's 13F filing for Q2 2025, filed 14 Aug 2025.