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

Fortem Financial Group’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
-9,595
Closed -$265K – 191
2025
Q1 		$265K Buy
9,595
+516
+6% +$14.1K 0.1% 162
2024
Q4 		$242K Hold
9,079
– – 0.09% 159
2024
Q3 		$265K Hold
9,079
– – 0.11% 153
2024
Q2 		$241K Buy
+9,079
New +$237K 0.1% 150

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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

Fortem Financial Group's SCHE Position: Q2 2025 in Review

Fortem Financial Group sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q2 2025, closing a stake of 9,595 shares — an estimated $265K sold.

Fortem Financial Group first reported a position in SCHE in Q2 2024 and held it in 4 quarters. The position peaked at $265K in Q3 2024. 769 funds tracked by Wall St. Rank hold SCHE as of Q2 2025.

  • Fortem Financial Group reported no remaining Schwab Emerging Markets Equity ETF position as of Q2 2025 after selling out during the quarter.
  • Fortem Financial Group sold 9,595 Schwab Emerging Markets Equity ETF shares in Q2 2025, an estimated $265K.
  • Fortem Financial Group first reported a position in Schwab Emerging Markets Equity ETF in Q2 2024 and held it in 4 quarters.
  • Fortem Financial Group's Schwab Emerging Markets Equity ETF position peaked at $265K in Q3 2024.
  • 769 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2025.

Based on Fortem Financial Group's 13F filing for Q2 2025, filed 12 Aug 2025.