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Lee, Danner & Bass’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Lee, Danner & Bass’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
-1,354
Closed -$36.1K – 616
2024
Q4 		$36.1K Buy
+1,354
New +$38.2K ﹤0.01% 386

Other funds holding SCHE

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
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

Lee, Danner & Bass's SCHE Position: Q1 2025 in Review

Lee, Danner & Bass sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q1 2025, closing a stake of 1,354 shares — an estimated $36.1K sold.

Lee, Danner & Bass first reported a position in SCHE in Q4 2024 and held it in 1 quarter. The position peaked at $36.1K in Q4 2024. 761 funds tracked by Wall St. Rank hold SCHE as of Q1 2025.

  • Lee, Danner & Bass reported no remaining Schwab Emerging Markets Equity ETF position as of Q1 2025 after selling out during the quarter.
  • Lee, Danner & Bass sold 1,354 Schwab Emerging Markets Equity ETF shares in Q1 2025, an estimated $36.1K.
  • Lee, Danner & Bass first reported a position in Schwab Emerging Markets Equity ETF in Q4 2024 and held it in 1 quarter.
  • Lee, Danner & Bass's Schwab Emerging Markets Equity ETF position peaked at $36.1K in Q4 2024.
  • 761 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.