HCA
SCHE icon

Horan Capital Advisors’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Horan Capital 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
Q1 		$406K Sell
14,728
-500
-3% -$13.7K 0.14% 84
2024
Q4 		$406K Sell
15,228
-745
-5% -$21K 0.14% 80
2024
Q3 		$466K Buy
15,973
+375
+2% +$10.2K 0.15% 79
2024
Q2 		$414K Buy
15,598
+17
+0.1% +$443 0.15% 85
2024
Q1 		$393K Sell
15,581
-2,691
-15% -$66.1K 0.14% 87
2023
Q4 		$453K Sell
18,272
-3,204
-15% -$77K 0.17% 76
2023
Q3 		$514K Sell
21,476
-47,851
-69% -$1.19M 0.21% 71
2023
Q2 		$1.71M Buy
69,327
+358
+0.5% +$8.75K 0.67% 51
2023
Q1 		$1.69M Sell
68,969
-299
-0.4% -$7.41K 0.7% 53
2022
Q4 		$1.64M Buy
69,268
+17,635
+34% +$410K 0.72% 50
2022
Q3 		$1.16M Buy
51,633
+40,173
+351% +$993K 0.56% 51
2022
Q2 		$291K Buy
11,460
+178
+2% +$4.65K 0.14% 76
2022
Q1 		$313K Buy
11,282
+296
+3% +$8.57K 0.13% 79
2021
Q4 		$325K Buy
+10,986
New +$336K 0.13% 78
2020
Q4 		– Sell
-2,751
Closed -$74K – 241
2020
Q3 		$74K Buy
+2,751
New +$73.5K 0.04% 148
2020
Q1 		– Sell
-2,581
Closed -$71K – 219
2019
Q4 		$71K Buy
2,581
+50
+2% +$1.32K 0.04% 126
2019
Q3 		$64K Buy
+2,531
New +$64.4K 0.04% 130
2019
Q2 		– Sell
-2,994
Closed -$78K – 210
2019
Q1 		$78K Buy
+2,994
New +$75.9K 0.05% 119
2017
Q4 		– Sell
-429
Closed -$12K – 227
2017
Q3 		$12K Buy
+429
New +$11.4K 0.01% 252

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 $103B AUM 28.65% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 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
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM

Horan Capital Advisors's SCHE Position: Q1 2025 in Review

Horan Capital Advisors reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 3.3% in Q1 2025, selling an estimated $13.7K and leaving 14,728 shares worth $406K. The position accounts for 0.14% of the portfolio, ranked #84.

Horan Capital Advisors first reported a position in SCHE in Q3 2017 and has held it in 19 quarters since. The position peaked at $1.71M in Q2 2023. 761 funds tracked by Wall St. Rank hold SCHE as of Q1 2025.

  • Horan Capital Advisors held 14,728 shares of Schwab Emerging Markets Equity ETF worth $406K as of Q1 2025.
  • Horan Capital Advisors sold 500 Schwab Emerging Markets Equity ETF shares in Q1 2025, an estimated $13.7K.
  • Schwab Emerging Markets Equity ETF made up 0.14% of Horan Capital Advisors's portfolio in Q1 2025, its #84 holding.
  • Horan Capital Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q3 2017 and has held it in 19 quarters since.
  • Horan Capital Advisors's Schwab Emerging Markets Equity ETF position peaked at $1.71M in Q2 2023.
  • 761 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2025.

Based on Horan Capital Advisors's 13F filing for Q1 2025, filed 7 May 2025.