Kestra Private Wealth Services’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Kestra Private Wealth Services’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	-8,261	Closed	-$276K	–	1799
2025 Q3	$276K	Buy	+8,261	New	+$260K	﹤0.01%	1403
2024 Q2	–	Sell	-12,183	Closed	-$308K	–	1406
2024 Q1	$308K	Sell	12,183 -734	-6%	-$18K	0.01%	1003
2023 Q4	$320K	Buy	12,917 +1,501	+13%	+$36.1K	0.01%	917
2023 Q3	$273K	Buy	11,416 +1,894	+20%	+$46.9K	0.01%	903
2023 Q2	$235K	Buy	9,522 +1,279	+16%	+$31.3K	0.01%	914
2023 Q1	$202K	Buy	+8,243	New	+$204K	0.01%	930

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

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Kestra Private Wealth Services's SCHE Position: Q4 2025 in Review

Kestra Private Wealth Services sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q4 2025, closing a stake of 8,261 shares — an estimated $276K sold.

Kestra Private Wealth Services first reported a position in SCHE in Q1 2023 and held it in 6 quarters. The position peaked at $320K in Q4 2023. 835 funds tracked by Wall St. Rank hold SCHE as of Q4 2025.

Kestra Private Wealth Services reported no remaining Schwab Emerging Markets Equity ETF position as of Q4 2025 after selling out during the quarter.
Kestra Private Wealth Services sold 8,261 Schwab Emerging Markets Equity ETF shares in Q4 2025, an estimated $276K.
Kestra Private Wealth Services first reported a position in Schwab Emerging Markets Equity ETF in Q1 2023 and held it in 6 quarters.
Kestra Private Wealth Services's Schwab Emerging Markets Equity ETF position peaked at $320K in Q4 2023.
835 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q4 2025.

Based on Kestra Private Wealth Services's 13F filing for Q4 2025, filed 29 Jan 2026.