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FGAM
Financial Gravity Asset Management’s
Schwab Emerging Markets Equity ETF
SCHE
Stock Holding History
Financial Gravity Asset 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
2026
Q1
–
Sell
-25
Closed
-$819
–
970
2025
Q4
$819
Hold
25
–
–
﹤0.01%
634
2025
Q3
$834
Buy
+25
New
+$788
﹤0.01%
816
2025
Q1
$2.1K
Buy
+76
New
+$2.08K
﹤0.01%
810
2024
Q2
–
Sell
-98
Closed
-$2.55K
–
310
2024
Q1
$2.5K
Buy
+98
New
+$2.41K
﹤0.01%
1029
2023
Q4
–
Hold
0
–
–
–
1430
2023
Q3
–
Sell
-25
Closed
-$619
–
1166
2023
Q2
$6.61K
Buy
+25
New
+$611
0.02%
435
2020
Q1
–
Sell
-1,503
Closed
-$41K
–
1344
2019
Q4
$41K
Sell
1,503
-463
-24%
-$12.2K
0.03%
735
2019
Q3
$49K
Sell
1,966
-1,563
-44%
-$39.8K
0.04%
295
2019
Q2
$93K
Buy
3,529
+2,050
+139%
+$53.1K
0.08%
238
2019
Q1
$39K
Buy
+1,479
New
+$37.5K
0.03%
365
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
RIM
Rakuten Investment Management
Tokyo, Japan
$49.2B AUM
US Bancorp
Minneapolis, Minnesota
$82.4B AUM
19.69%
1-Year Est. Return
Northwestern Mutual Wealth Management
Milwaukee, Wisconsin
$162B AUM
16.35%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
R
Rebalance
Palo Alto, California
$1.72B AUM
13.51%
1-Year Est. Return
OWM
Orgel Wealth Management
Altoona, Wisconsin
$5.27B AUM
16.18%
1-Year Est. Return
MG
Mather Group
Chicago, Illinois
$10B AUM
15.14%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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