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

EnRich Financial 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
Q1 		– Sell
-2,651
Closed -$70.6K – 182
2024
Q4 		$70.6K Buy
2,651
+438
+20% +$12.4K 0.02% 91
2024
Q3 		$64.6K Buy
2,213
+44
+2% +$1.19K 0.02% 99
2024
Q2 		$57.6K Buy
2,169
+244
+13% +$6.36K 0.02% 101
2024
Q1 		$48.6K Buy
+1,925
New +$47.3K 0.02% 97

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HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
US Bancorp
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
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
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM

EnRich Financial Partners's SCHE Position: Q1 2025 in Review

EnRich Financial Partners sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q1 2025, closing a stake of 2,651 shares — an estimated $70.6K sold.

EnRich Financial Partners first reported a position in SCHE in Q1 2024 and held it in 4 quarters. The position peaked at $70.6K in Q4 2024. 761 funds tracked by Wall St. Rank hold SCHE as of Q1 2025.

  • EnRich Financial Partners reported no remaining Schwab Emerging Markets Equity ETF position as of Q1 2025 after selling out during the quarter.
  • EnRich Financial Partners sold 2,651 Schwab Emerging Markets Equity ETF shares in Q1 2025, an estimated $70.6K.
  • EnRich Financial Partners first reported a position in Schwab Emerging Markets Equity ETF in Q1 2024 and held it in 4 quarters.
  • EnRich Financial Partners's Schwab Emerging Markets Equity ETF position peaked at $70.6K in Q4 2024.
  • 761 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2025.

Based on EnRich Financial Partners's 13F filing for Q1 2025, filed 25 Apr 2025.