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Grey Fox Wealth Advisors’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Grey Fox 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
Q4 		– Sell
-655
Closed -$21.9K – 509
2025
Q3 		$21.9K Buy
+655
New +$20.6K ﹤0.01% 336
2023
Q2 		– Sell
-611
Closed -$15K – 429
2023
Q1 		$15K Hold
611
– – 0.01% 279
2022
Q4 		$14.5K Buy
+611
New +$14.2K 0.01% 260

Other funds holding SCHE

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM

Grey Fox Wealth Advisors's SCHE Position: Q4 2025 in Review

Grey Fox Wealth Advisors sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q4 2025, closing a stake of 655 shares — an estimated $21.9K sold.

Grey Fox Wealth Advisors first reported a position in SCHE in Q4 2022 and held it in 3 quarters. The position peaked at $21.9K in Q3 2025. 833 funds tracked by Wall St. Rank hold SCHE as of Q4 2025.

  • Grey Fox Wealth Advisors reported no remaining Schwab Emerging Markets Equity ETF position as of Q4 2025 after selling out during the quarter.
  • Grey Fox Wealth Advisors sold 655 Schwab Emerging Markets Equity ETF shares in Q4 2025, an estimated $21.9K.
  • Grey Fox Wealth Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q4 2022 and held it in 3 quarters.
  • Grey Fox Wealth Advisors's Schwab Emerging Markets Equity ETF position peaked at $21.9K in Q3 2025.
  • 833 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q4 2025.

Based on Grey Fox Wealth Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.