Forvis Mazars Wealth Advisors’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-9,152
Closed -$252K 405
2025
Q1
$252K Buy
9,152
+708
+8% +$19.4K 0.01% 361
2024
Q4
$225K Sell
8,444
-263
-3% -$7.42K 0.01% 407
2024
Q3
$254K Sell
8,707
-270
-3% -$7.31K 0.01% 402
2024
Q2
$238K Hold
8,977
0.01% 379
2024
Q1
$227K Hold
8,977
0.01% 376
2023
Q4
$223K Sell
8,977
-15,885
-64% -$382K 0.01% 367
2023
Q3
$595K Buy
24,862
+611
+3% +$15.1K 0.02% 247
2023
Q2
$597K Buy
24,251
+2,434
+11% +$59.5K 0.02% 266
2023
Q1
$535K Hold
21,817
0.02% 260
2022
Q4
$516K Buy
+21,817
New +$508K 0.02% 257

Other funds holding SCHE

Forvis Mazars Wealth Advisors's SCHE Position: Q2 2025 in Review

Forvis Mazars Wealth Advisors sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q2 2025, closing a stake of 9,152 shares — an estimated $252K sold.

Forvis Mazars Wealth Advisors first reported a position in SCHE in Q4 2022 and held it in 10 quarters. The position peaked at $597K in Q2 2023. 769 funds tracked by Wall St. Rank hold SCHE as of Q2 2025.

  • Forvis Mazars Wealth Advisors reported no remaining Schwab Emerging Markets Equity ETF position as of Q2 2025 after selling out during the quarter.
  • Forvis Mazars Wealth Advisors sold 9,152 Schwab Emerging Markets Equity ETF shares in Q2 2025, an estimated $252K.
  • Forvis Mazars Wealth Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q4 2022 and held it in 10 quarters.
  • Forvis Mazars Wealth Advisors's Schwab Emerging Markets Equity ETF position peaked at $597K in Q2 2023.
  • 769 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2025.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2025, filed 29 Jul 2025.