Eagle Strategies’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Eagle Strategies’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 Q1	–	Sell	-37,348	Closed	-$995K	–	223
2024 Q4	$995K	Buy	37,348 +2,050	+6%	+$57.9K	0.17%	97
2024 Q3	$1.03M	Sell	35,298 -9,254	-21%	-$250K	0.19%	94
2024 Q2	$1.18M	Buy	+44,552	New	+$1.16M	0.23%	87
2024 Q1	–	Sell	-43,099	Closed	-$1.07M	–	327
2023 Q4	$1.07M	Sell	43,099 -193	-0.4%	-$4.64K	0.23%	85
2023 Q3	$1.04M	Buy	43,292 +5,223	+14%	+$129K	0.26%	81
2023 Q2	$938K	Buy	38,069 +1,038	+3%	+$25.4K	0.23%	89
2023 Q1	$908K	Buy	37,031 +1,616	+5%	+$40K	0.23%	82
2022 Q4	$838K	Buy	+35,415	New	+$824K	0.25%	83
2022 Q3	–	Sell	-24,259	Closed	-$616K	–	138
2022 Q2	$616K	Buy	+24,259	New	+$634K	0.22%	83

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

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

SAG

SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 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

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

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

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

Eagle Strategies's SCHE Position: Q1 2025 in Review

Eagle Strategies sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q1 2025, closing a stake of 37,348 shares — an estimated $995K sold.

Eagle Strategies first reported a position in SCHE in Q2 2022 and held it in 9 quarters. The position peaked at $1.18M in Q2 2024. 761 funds tracked by Wall St. Rank hold SCHE as of Q1 2025.

Eagle Strategies reported no remaining Schwab Emerging Markets Equity ETF position as of Q1 2025 after selling out during the quarter.
Eagle Strategies sold 37,348 Schwab Emerging Markets Equity ETF shares in Q1 2025, an estimated $995K.
Eagle Strategies first reported a position in Schwab Emerging Markets Equity ETF in Q2 2022 and held it in 9 quarters.
Eagle Strategies's Schwab Emerging Markets Equity ETF position peaked at $1.18M in Q2 2024.
761 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2025.

Based on Eagle Strategies's 13F filing for Q1 2025, filed 23 Apr 2025.