Koss-Olinger Consulting’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Koss-Olinger Consulting’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	–	Sell	-8,124	Closed	-$224K	–	327
2025 Q1	$224K	Buy	+8,124	New	+$222K	0.02%	287
2024 Q4	–	Sell	-7,801	Closed	-$228K	–	268
2024 Q3	$228K	Buy	7,801 +253	+3%	+$6.85K	0.02%	249
2024 Q2	$200K	Buy	+7,548	New	+$197K	0.02%	248
2024 Q1	–	Sell	-9,776	Closed	-$242K	–	252
2023 Q4	$242K	Buy	9,776 +113	+1%	+$2.72K	0.02%	269
2023 Q3	$231K	Sell	9,663 -1,038,935	-99%	-$25.7M	0.03%	237
2023 Q2	$25.8M	Buy	1,048,598 +32,018	+3%	+$782K	3%	9
2023 Q1	$24.9M	Buy	+1,016,580	New	+$25.2M	3.11%	9
2021 Q3	–	Sell	-8,227	Closed	-$271K	–	268
2021 Q2	$271K	Buy	+8,227	New	+$267K	0.04%	191

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 $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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Koss-Olinger Consulting's SCHE Position: Q2 2025 in Review

Koss-Olinger Consulting sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q2 2025, closing a stake of 8,124 shares — an estimated $224K sold.

Koss-Olinger Consulting first reported a position in SCHE in Q2 2021 and held it in 8 quarters. The position peaked at $25.8M in Q2 2023. 769 funds tracked by Wall St. Rank hold SCHE as of Q2 2025.

Koss-Olinger Consulting reported no remaining Schwab Emerging Markets Equity ETF position as of Q2 2025 after selling out during the quarter.
Koss-Olinger Consulting sold 8,124 Schwab Emerging Markets Equity ETF shares in Q2 2025, an estimated $224K.
Koss-Olinger Consulting first reported a position in Schwab Emerging Markets Equity ETF in Q2 2021 and held it in 8 quarters.
Koss-Olinger Consulting's Schwab Emerging Markets Equity ETF position peaked at $25.8M in Q2 2023.
769 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2025.

Based on Koss-Olinger Consulting's 13F filing for Q2 2025, filed 1 Aug 2025.