Independence Bank of Kentucky’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Independence Bank of Kentucky’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	-2	Closed	-$67	–	747
2025 Q3	$67	Hold	2	–	–	﹤0.01%	622
2025 Q2	$60	Hold	2	–	–	﹤0.01%	613
2025 Q1	$55	Buy	+2	New	+$55	﹤0.01%	612
2019 Q4	–	Sell	-15	Closed	–	–	363
2019 Q3	$0	Hold	15	–	–	﹤0.01%	362
2019 Q2	$0	Hold	15	–	–	﹤0.01%	341
2019 Q1	$0	Buy	+15	New	+$380	﹤0.01%	367

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 $103B AUM 28.65% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

SAG

SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return

Corient Private Wealth Miami, Florida $78.6B AUM 28.08% 1-Year Est. Return

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

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

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

Independence Bank of Kentucky's SCHE Position: Q4 2025 in Review

Independence Bank of Kentucky sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q4 2025, closing a stake of 2 shares — an estimated $67 sold.

Independence Bank of Kentucky first reported a position in SCHE in Q1 2019 and held it in 6 quarters. The position peaked at $67 in Q3 2025. 833 funds tracked by Wall St. Rank hold SCHE as of Q4 2025.

Independence Bank of Kentucky reported no remaining Schwab Emerging Markets Equity ETF position as of Q4 2025 after selling out during the quarter.
Independence Bank of Kentucky sold 2 Schwab Emerging Markets Equity ETF shares in Q4 2025, an estimated $67.
Independence Bank of Kentucky first reported a position in Schwab Emerging Markets Equity ETF in Q1 2019 and held it in 6 quarters.
Independence Bank of Kentucky's Schwab Emerging Markets Equity ETF position peaked at $67 in Q3 2025.
833 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q4 2025.

Based on Independence Bank of Kentucky's 13F filing for Q4 2025, filed 20 Jan 2026.