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Foster Victor Wealth Advisors’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Foster Victor Wealth Advisors’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
-12,196
Closed -$321K – 210
2025
Q1 		$321K Sell
12,196
-2,860
-19% -$78.3K 0.03% 156
2024
Q4 		$400K Buy
15,056
+55
+0.4% +$1.55K 0.03% 140
2024
Q3 		$438K Sell
15,001
-1,497
-9% -$40.5K 0.04% 136
2024
Q2 		$455K Sell
16,498
-408
-2% -$10.6K 0.04% 133
2024
Q1 		$434K Sell
16,906
-270
-2% -$6.63K 0.04% 119
2023
Q4 		$420K Buy
17,176
+590
+4% +$14.2K 0.04% 120
2023
Q3 		$396K Buy
16,586
+115
+0.7% +$2.85K 0.05% 111
2023
Q2 		$407K Buy
16,471
+300
+2% +$7.33K 0.05% 113
2023
Q1 		$398K Sell
16,171
-2,592
-14% -$64.2K 0.05% 114
2022
Q4 		$469K Buy
18,763
+2,060
+12% +$48K 0.06% 104
2022
Q3 		$389K Sell
16,703
-1,291
-7% -$31.9K 0.06% 104
2022
Q2 		$448K Buy
17,994
+2,221
+14% +$58K 0.07% 99
2022
Q1 		$442K Sell
15,773
-55
-0.3% -$1.59K 0.06% 100
2021
Q4 		$488K Buy
15,828
+7,080
+81% +$216K 0.07% 104
2021
Q3 		$267K Buy
8,748
+740
+9% +$23.1K 0.04% 120
2021
Q2 		$263K Sell
8,008
-147
-2% -$4.77K 0.04% 126
2021
Q1 		$258K Sell
8,155
-451
-5% -$14.7K 0.05% 123
2020
Q4 		$264K Buy
8,606
+45
+0.5% +$1.3K 0.06% 121
2020
Q3 		$229K Sell
8,561
-148
-2% -$3.95K 0.06% 122
2020
Q2 		$212K Buy
+8,709
New +$198K 0.07% 112
2020
Q1 		– Sell
-8,514
Closed -$235K – 115
2019
Q4 		$235K Buy
8,514
+256
+3% +$6.75K 0.1% 96
2019
Q3 		$207K Buy
8,258
+203
+3% +$5.17K 0.12% 87
2019
Q2 		$212K Buy
8,055
+272
+3% +$7.04K 0.16% 89
2019
Q1 		$202K Buy
+7,783
New +$197K 0.16% 88

Other funds holding SCHE

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 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 $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Foster Victor Wealth Advisors's SCHE Position: Q2 2025 in Review

Foster Victor Wealth Advisors sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q2 2025, closing a stake of 12,196 shares — an estimated $321K sold.

Foster Victor Wealth Advisors first reported a position in SCHE in Q1 2019 and held it in 24 quarters. The position peaked at $488K in Q4 2021. 769 funds tracked by Wall St. Rank hold SCHE as of Q2 2025.

  • Foster Victor Wealth Advisors reported no remaining Schwab Emerging Markets Equity ETF position as of Q2 2025 after selling out during the quarter.
  • Foster Victor Wealth Advisors sold 12,196 Schwab Emerging Markets Equity ETF shares in Q2 2025, an estimated $321K.
  • Foster Victor Wealth Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q1 2019 and held it in 24 quarters.
  • Foster Victor Wealth Advisors's Schwab Emerging Markets Equity ETF position peaked at $488K in Q4 2021.
  • 769 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2025.

Based on Foster Victor Wealth Advisors's 13F filing for Q2 2025, filed 15 Jul 2025.