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Iron Horse Wealth Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Iron Horse Wealth Management’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 		$21.9K Hold
727
– – 0.01% 205
2025
Q1 		$20K Hold
727
– – 0.01% 200
2024
Q4 		$19.4K Hold
727
– – 0.01% 187
2024
Q3 		$21.2K Hold
727
– – 0.01% 173
2024
Q2 		$19.3K Buy
+727
New +$18.9K 0.01% 165

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

Iron Horse Wealth Management's SCHE Position: Q2 2025 in Review

Iron Horse Wealth Management held its Schwab Emerging Markets Equity ETF (SCHE) position steady in Q2 2025 at 727 shares worth $21.9K. The position accounts for 0.01% of the portfolio, ranked #205.

Iron Horse Wealth Management first reported a position in SCHE in Q2 2024 and has held it in 5 quarters since. 769 funds tracked by Wall St. Rank hold SCHE as of Q2 2025.

  • Iron Horse Wealth Management held 727 shares of Schwab Emerging Markets Equity ETF worth $21.9K as of Q2 2025.
  • Iron Horse Wealth Management left its Schwab Emerging Markets Equity ETF share count unchanged in Q2 2025.
  • Schwab Emerging Markets Equity ETF made up 0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #205 holding.
  • Iron Horse Wealth Management first reported a position in Schwab Emerging Markets Equity ETF in Q2 2024 and has held it in 5 quarters since.
  • 769 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.