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

JFG 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 Q3	$1.35M	Hold	40,489	–	–	0.26%	26
2025 Q2	$1.22M	Sell	40,489 -7,004	-15%	-$198K	0.26%	28
2025 Q1	$1.31M	Buy	47,493 +1,993	+4%	+$54.5K	0.3%	26
2024 Q4	$1.21M	Buy	45,500 +36,359	+398%	+$1.03M	0.28%	35
2024 Q3	$267K	Hold	9,141	–	–	0.07%	66
2024 Q2	$243K	Hold	9,141	–	–	0.07%	50
2024 Q1	$231K	Hold	9,141	–	–	0.06%	55
2023 Q4	$227K	Buy	+9,141	New	+$220K	0.07%	72
2022 Q4	–	Sell	-193,517	Closed	-$4.33M	–	42
2022 Q3	$4.33M	Buy	+193,517	New	+$4.78M	1.45%	12
2022 Q1	–	Sell	-27,218	Closed	-$806K	–	58
2021 Q4	$806K	Buy	+27,218	New	+$832K	0.3%	13
2020 Q4	–	Sell	-94	Closed	-$2.52K	–	64
2020 Q3	$2.52K	Buy	+94	New	+$2.51K	﹤0.01%	50
2019 Q1	–	Sell	-28,146	Closed	-$662K	–	20
2018 Q4	$662K	Buy	+28,146	New	+$682K	0.6%	14

Other funds holding SCHE

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

SAG

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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 $34.6B AUM 29.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

JFG Wealth Management's SCHE Position: Q3 2025 in Review

JFG Wealth Management held its Schwab Emerging Markets Equity ETF (SCHE) position steady in Q3 2025 at 40,489 shares worth $1.35M. The position accounts for 0.26% of the portfolio, ranked #26.

JFG Wealth Management first reported a position in SCHE in Q4 2018 and has held it in 12 quarters since. The position peaked at $4.33M in Q3 2022. 784 funds tracked by Wall St. Rank hold SCHE as of Q3 2025.

JFG Wealth Management held 40,489 shares of Schwab Emerging Markets Equity ETF worth $1.35M as of Q3 2025.
JFG Wealth Management left its Schwab Emerging Markets Equity ETF share count unchanged in Q3 2025.
Schwab Emerging Markets Equity ETF made up 0.26% of JFG Wealth Management's portfolio in Q3 2025, its #26 holding.
JFG Wealth Management first reported a position in Schwab Emerging Markets Equity ETF in Q4 2018 and has held it in 12 quarters since.
JFG Wealth Management's Schwab Emerging Markets Equity ETF position peaked at $4.33M in Q3 2022.
784 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2025.

Based on JFG Wealth Management's 13F filing for Q3 2025, filed 31 Oct 2025.