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Kathleen S. Wright Associates’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Kathleen S. Wright Associates’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 		– Sell
-140
Closed -$3.73K – 262
2024
Q4 		$3.73K Hold
140
– – ﹤0.01% 240
2024
Q3 		$4.08K Buy
+140
New +$3.79K ﹤0.01% 267

Other funds holding SCHE

Creative Planning
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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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 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
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM

Kathleen S. Wright Associates's SCHE Position: Q1 2025 in Review

Kathleen S. Wright Associates sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q1 2025, closing a stake of 140 shares — an estimated $3.73K sold.

Kathleen S. Wright Associates first reported a position in SCHE in Q3 2024 and held it in 2 quarters. The position peaked at $4.08K in Q3 2024. 761 funds tracked by Wall St. Rank hold SCHE as of Q1 2025.

  • Kathleen S. Wright Associates reported no remaining Schwab Emerging Markets Equity ETF position as of Q1 2025 after selling out during the quarter.
  • Kathleen S. Wright Associates sold 140 Schwab Emerging Markets Equity ETF shares in Q1 2025, an estimated $3.73K.
  • Kathleen S. Wright Associates first reported a position in Schwab Emerging Markets Equity ETF in Q3 2024 and held it in 2 quarters.
  • Kathleen S. Wright Associates's Schwab Emerging Markets Equity ETF position peaked at $4.08K in Q3 2024.
  • 761 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q1 2025, filed 6 May 2025.