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

Heritage 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	-129	Closed	-$3.56K	–	586
2025 Q1	$3.56K	Buy	+129	New	+$3.53K	﹤0.01%	476
2022 Q2	–	Sell	-271	Closed	-$8K	–	577
2022 Q1	$8K	Hold	271	–	–	﹤0.01%	449
2021 Q4	$8K	Hold	271	–	–	﹤0.01%	462
2021 Q3	$8.26K	Hold	271	–	–	﹤0.01%	444
2021 Q2	$8.91K	Hold	271	–	–	﹤0.01%	452
2021 Q1	$8.61K	Sell	271 -314	-54%	-$10.2K	﹤0.01%	468
2020 Q4	$18K	Buy	585 +2	+0.3%	+$58	﹤0.01%	417
2020 Q3	$15.6K	Hold	583	–	–	﹤0.01%	379
2020 Q2	$14.2K	Sell	583 -53	-8%	-$1.2K	﹤0.01%	361
2020 Q1	$13.2K	Sell	636 -603	-49%	-$15.1K	﹤0.01%	356
2019 Q4	$33.9K	Buy	1,239 +414	+50%	+$10.9K	﹤0.01%	332
2019 Q3	$20K	Sell	825 -1,360	-62%	-$34.6K	﹤0.01%	350
2019 Q2	$57.3K	Buy	+2,185	New	+$56.6K	0.01%	237

Other funds holding SCHE

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Heritage Wealth Advisors's SCHE Position: Q2 2025 in Review

Heritage Wealth Advisors sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q2 2025, closing a stake of 129 shares — an estimated $3.56K sold.

Heritage Wealth Advisors first reported a position in SCHE in Q2 2019 and held it in 13 quarters. The position peaked at $57.3K in Q2 2019. 769 funds tracked by Wall St. Rank hold SCHE as of Q2 2025.

Heritage Wealth Advisors reported no remaining Schwab Emerging Markets Equity ETF position as of Q2 2025 after selling out during the quarter.
Heritage Wealth Advisors sold 129 Schwab Emerging Markets Equity ETF shares in Q2 2025, an estimated $3.56K.
Heritage Wealth Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q2 2019 and held it in 13 quarters.
Heritage Wealth Advisors's Schwab Emerging Markets Equity ETF position peaked at $57.3K in Q2 2019.
769 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2025.

Based on Heritage Wealth Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.