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

Financial Gravity Companies’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 		$2.29K Buy
+76
New +$2.15K ﹤0.01% 744
2024
Q4 		$1.36K Buy
+51
New +$1.44K ﹤0.01% 792
2018
Q4 		$6K Buy
+243
New +$5.89K 0.01% 678

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Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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
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

Financial Gravity Companies's SCHE Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in Schwab Emerging Markets Equity ETF (SCHE) in Q2 2025: 76 shares worth $2.29K. The stake represents ﹤0.01% of the portfolio and ranks #744 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in SCHE as recently as Q4 2024.

Financial Gravity Companies first reported a position in SCHE in Q4 2018 and has held it in 3 quarters since. The position peaked at $6K in Q4 2018. 769 funds tracked by Wall St. Rank hold SCHE as of Q2 2025.

  • Financial Gravity Companies held 76 shares of Schwab Emerging Markets Equity ETF worth $2.29K as of Q2 2025.
  • Schwab Emerging Markets Equity ETF was a new Financial Gravity Companies position in Q2 2025.
  • Schwab Emerging Markets Equity ETF made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #744 holding.
  • Financial Gravity Companies first reported a position in Schwab Emerging Markets Equity ETF in Q4 2018 and has held it in 3 quarters since.
  • Financial Gravity Companies's Schwab Emerging Markets Equity ETF position peaked at $6K in Q4 2018.
  • 769 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.