LSAG
SCHE icon

Lake Street Advisors Group’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Lake Street Advisors Group’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
2024
Q4 		$13.3M Sell
500,412
-8,446
-2% -$238K 0.61% 33
2024
Q3 		$14.8M Buy
508,858
+33,848
+7% +$916K 0.69% 28
2024
Q2 		$12.6M Buy
475,010
+3,587
+0.8% +$93.5K 0.61% 31
2024
Q1 		$11.9M Sell
471,423
-12,048
-2% -$296K 0.56% 33
2023
Q4 		$12M Sell
483,471
-79,282
-14% -$1.91M 0.6% 35
2023
Q3 		$13.5M Sell
562,753
-6,225
-1% -$154K 0.8% 29
2023
Q2 		$14M Buy
568,978
+31,212
+6% +$763K 0.77% 29
2023
Q1 		$13.2M Buy
537,766
+104,299
+24% +$2.58M 0.81% 27
2022
Q4 		$10.3M Buy
433,467
+77,138
+22% +$1.8M 0.68% 32
2022
Q3 		$7.98M Buy
356,329
+177,861
+100% +$4.4M 0.58% 35
2022
Q2 		$4.53M Buy
178,468
+31,103
+21% +$813K 0.32% 48
2022
Q1 		$4.09M Sell
147,365
-4,050
-3% -$117K 0.26% 59
2021
Q4 		$4.49M Buy
151,415
+1,708
+1% +$52.2K 0.28% 55
2021
Q3 		$4.56M Buy
149,707
+392
+0.3% +$12.2K 0.49% 40
2021
Q2 		$4.64M Buy
149,315
+830
+0.6% +$26.9K 0.34% 46
2021
Q1 		$4.72M Buy
148,485
+10,041
+7% +$327K 0.38% 39
2020
Q4 		$4.24M Sell
138,444
-4,923
-3% -$143K 0.35% 44
2020
Q3 		$3.84M Sell
143,367
-7,622
-5% -$204K 0.36% 40
2020
Q2 		$3.68M Sell
150,989
-39,101
-21% -$888K 0.37% 37
2020
Q1 		$3.93M Buy
190,090
+74,881
+65% +$1.87M 0.49% 36
2019
Q4 		$3.15M Buy
115,209
+9,902
+9% +$261K 0.31% 35
2019
Q3 		$2.65M Buy
105,307
+576
+0.5% +$14.7K 0.29% 35
2019
Q2 		$2.75M Buy
104,731
+16,044
+18% +$416K 0.29% 31
2019
Q1 		$2.31M Sell
88,687
-113,436
-56% -$2.87M 0.24% 33
2018
Q4 		$4.76M Buy
+202,123
New +$4.9M 0.58% 24

Other funds holding SCHE

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Lake Street Advisors Group's SCHE Position: Q4 2024 in Review

Lake Street Advisors Group reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 1.7% in Q4 2024, selling an estimated $238K and leaving 500,412 shares worth $13.3M. The position accounts for 0.61% of the portfolio, ranked #33.

Lake Street Advisors Group first reported a position in SCHE in Q4 2018 and has held it in 25 quarters since. The position peaked at $14.8M in Q3 2024. 758 funds tracked by Wall St. Rank hold SCHE as of Q4 2024.

  • Lake Street Advisors Group held 500,412 shares of Schwab Emerging Markets Equity ETF worth $13.3M as of Q4 2024.
  • Lake Street Advisors Group sold 8,446 Schwab Emerging Markets Equity ETF shares in Q4 2024, an estimated $238K.
  • Schwab Emerging Markets Equity ETF made up 0.61% of Lake Street Advisors Group's portfolio in Q4 2024, its #33 holding.
  • Lake Street Advisors Group first reported a position in Schwab Emerging Markets Equity ETF in Q4 2018 and has held it in 25 quarters since.
  • Lake Street Advisors Group's Schwab Emerging Markets Equity ETF position peaked at $14.8M in Q3 2024.
  • 758 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.