Lowe Wealth Advisors’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Lowe Wealth Advisors’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 Q3	$934	Buy	+28	New	+$882	﹤0.01%	365
2024 Q2	–	Sell	-221	Closed	-$5.58K	–	328
2024 Q1	$5.58K	Hold	221	–	–	﹤0.01%	244
2023 Q4	$5.48K	Hold	221	–	–	﹤0.01%	246
2023 Q3	$5.29K	Hold	221	–	–	﹤0.01%	233
2023 Q2	$5.44K	Hold	221	–	–	﹤0.01%	258
2023 Q1	$5.42K	Hold	221	–	–	﹤0.01%	245
2022 Q4	$5.23K	Hold	221	–	–	﹤0.01%	254
2022 Q3	$5K	Hold	221	–	–	﹤0.01%	248
2022 Q2	$6K	Hold	221	–	–	﹤0.01%	225
2022 Q1	$6K	Buy	+221	New	+$6.4K	﹤0.01%	234
2019 Q3	–	Sell	-371	Closed	-$10K	–	300
2019 Q2	$10K	Hold	371	–	–	0.01%	162
2019 Q1	$9K	Hold	371	–	–	0.01%	154
2018 Q4	$9K	Hold	371	–	–	0.01%	145
2018 Q3	$10K	Hold	371	–	–	0.01%	151
2018 Q2	$10K	Hold	371	–	–	0.01%	143
2018 Q1	$11K	Hold	371	–	–	0.01%	146
2017 Q4	$10K	Buy	+371	New	+$10.2K	0.01%	159

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

SAG

SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

RIM

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

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Lowe Wealth Advisors's SCHE Position: Q3 2025 in Review

Lowe Wealth Advisors opened a new position in Schwab Emerging Markets Equity ETF (SCHE) in Q3 2025: 28 shares worth $934. The stake represents ﹤0.01% of the portfolio and ranks #365 among its holdings. This is a return to the name: Lowe Wealth Advisors previously reported a position in SCHE as recently as Q1 2024.

Lowe Wealth Advisors first reported a position in SCHE in Q4 2017 and has held it in 17 quarters since. The position peaked at $11K in Q1 2018. 784 funds tracked by Wall St. Rank hold SCHE as of Q3 2025.

Lowe Wealth Advisors held 28 shares of Schwab Emerging Markets Equity ETF worth $934 as of Q3 2025.
Schwab Emerging Markets Equity ETF was a new Lowe Wealth Advisors position in Q3 2025.
Schwab Emerging Markets Equity ETF made up ﹤0.01% of Lowe Wealth Advisors's portfolio in Q3 2025, its #365 holding.
Lowe Wealth Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q4 2017 and has held it in 17 quarters since.
Lowe Wealth Advisors's Schwab Emerging Markets Equity ETF position peaked at $11K in Q1 2018.
784 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.