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Guardian Wealth Management (Illinois)’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Guardian Wealth Management (Illinois)’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
-83
Closed -$2.31K – 170
2025
Q1 		$2.31K Sell
83
-1
-1% -$27 ﹤0.01% 204
2024
Q4 		$2.23K Buy
84
+2
+2% +$56 ﹤0.01% 210
2024
Q3 		$2.39K Buy
82
+1
+1% +$27 ﹤0.01% 213
2024
Q2 		$2.16K Sell
81
-2
-2% -$52 ﹤0.01% 212
2024
Q1 		$2.11K Sell
83
-959
-92% -$23.6K ﹤0.01% 207
2023
Q4 		$25.8K Sell
1,042
-298
-22% -$7.17K 0.02% 133
2023
Q3 		$32.1K Sell
1,340
-17
-1% -$421 0.03% 118
2023
Q2 		$33.4K Sell
1,357
-6,281
-82% -$153K 0.03% 121
2023
Q1 		$187K Sell
7,638
-1,492
-16% -$37K 0.18% 71
2022
Q4 		$216K Sell
9,130
-1,119
-11% -$26K 0.21% 75
2022
Q3 		$230K Buy
10,249
+53
+0.5% +$1.31K 0.26% 67
2022
Q2 		$259K Buy
10,196
+26
+0.3% +$679 0.28% 66
2022
Q1 		$282K Sell
10,170
-253
-2% -$7.32K 0.28% 70
2021
Q4 		$309K Buy
+10,423
New +$318K 0.3% 66

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
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

Guardian Wealth Management (Illinois)'s SCHE Position: Q2 2025 in Review

Guardian Wealth Management (Illinois) sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q2 2025, closing a stake of 83 shares — an estimated $2.31K sold.

Guardian Wealth Management (Illinois) first reported a position in SCHE in Q4 2021 and held it in 14 quarters. The position peaked at $309K in Q4 2021. 769 funds tracked by Wall St. Rank hold SCHE as of Q2 2025.

  • Guardian Wealth Management (Illinois) reported no remaining Schwab Emerging Markets Equity ETF position as of Q2 2025 after selling out during the quarter.
  • Guardian Wealth Management (Illinois) sold 83 Schwab Emerging Markets Equity ETF shares in Q2 2025, an estimated $2.31K.
  • Guardian Wealth Management (Illinois) first reported a position in Schwab Emerging Markets Equity ETF in Q4 2021 and held it in 14 quarters.
  • Guardian Wealth Management (Illinois)'s Schwab Emerging Markets Equity ETF position peaked at $309K in Q4 2021.
  • 769 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2025.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q2 2025, filed 14 Aug 2025.