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LGL Partners’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

LGL Partners’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
-9,825
Closed -$262K – 109
2024
Q4 		$262K Buy
9,825
+271
+3% +$7.65K 0.04% 96
2024
Q3 		$279K Sell
9,554
-5,950
-38% -$161K 0.04% 95
2024
Q2 		$412K Hold
15,504
– – 0.06% 76
2024
Q1 		$391K Hold
15,504
– – 0.07% 77
2023
Q4 		$384K Buy
15,504
+522
+3% +$12.6K 0.05% 78
2023
Q3 		$359K Hold
14,982
– – 0.06% 77
2023
Q2 		$369K Buy
14,982
+78
+0.5% +$1.91K 0.06% 80
2023
Q1 		$365K Hold
14,904
– – 0.06% 73
2022
Q4 		$353K Buy
14,904
+363
+2% +$8.45K 0.06% 69
2022
Q3 		$326K Sell
14,541
-404,594
-97% -$10M 0.07% 87
2022
Q2 		$10.6M Sell
419,135
-305,825
-42% -$7.99M 1.72% 15
2022
Q1 		$20.1M Buy
724,960
+294
+0% +$8.51K 2.69% 14
2021
Q4 		$21.5M Buy
+724,666
New +$22.1M 2.55% 16

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

LGL Partners's SCHE Position: Q1 2025 in Review

LGL Partners sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q1 2025, closing a stake of 9,825 shares — an estimated $262K sold.

LGL Partners first reported a position in SCHE in Q4 2021 and held it in 13 quarters. The position peaked at $21.5M in Q4 2021. 761 funds tracked by Wall St. Rank hold SCHE as of Q1 2025.

  • LGL Partners reported no remaining Schwab Emerging Markets Equity ETF position as of Q1 2025 after selling out during the quarter.
  • LGL Partners sold 9,825 Schwab Emerging Markets Equity ETF shares in Q1 2025, an estimated $262K.
  • LGL Partners first reported a position in Schwab Emerging Markets Equity ETF in Q4 2021 and held it in 13 quarters.
  • LGL Partners's Schwab Emerging Markets Equity ETF position peaked at $21.5M in Q4 2021.
  • 761 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2025.

Based on LGL Partners's 13F filing for Q1 2025, filed 15 May 2025.