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Marshall Financial Group (Pennsylvania)’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Marshall Financial Group (Pennsylvania)’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 		$2.61M Sell
78,180
-1,500
-2% -$47.3K 0.72% 20
2025
Q2 		$2.4M Sell
79,680
-367
-0.5% -$10.4K 0.72% 20
2025
Q1 		$2.21M Sell
80,047
-3,237
-4% -$88.6K 0.69% 19
2024
Q4 		$2.22M Buy
83,284
+1,832
+2% +$51.7K 0.68% 21
2024
Q3 		$2.38M Sell
81,452
-957
-1% -$25.9K 0.72% 21
2024
Q2 		$2.19M Buy
82,409
+3,685
+5% +$96K 0.71% 20
2024
Q1 		$1.99M Sell
78,724
-232
-0.3% -$5.7K 0.66% 20
2023
Q4 		$1.96M Buy
78,956
+9,972
+14% +$240K 0.7% 20
2023
Q3 		$1.65M Sell
68,984
-292
-0.4% -$7.23K 0.67% 21
2023
Q2 		$1.71M Sell
69,276
-3,787
-5% -$92.5K 0.65% 22
2023
Q1 		$1.79M Sell
73,063
-905
-1% -$22.4K 0.73% 21
2022
Q4 		$1.75M Buy
73,968
+760
+1% +$17.7K 0.75% 22
2022
Q3 		$1.64M Sell
73,208
-3,912
-5% -$96.7K 0.78% 21
2022
Q2 		$1.96M Buy
77,120
+923
+1% +$24.1K 0.89% 20
2022
Q1 		$2.12M Sell
76,197
-597
-0.8% -$17.3K 0.84% 21
2021
Q4 		$2.27M Sell
76,794
-2,397
-3% -$73.2K 0.88% 22
2021
Q3 		$2.41M Buy
79,191
+2,616
+3% +$81.7K 1.02% 19
2021
Q2 		$2.52M Sell
76,575
-5,953
-7% -$193K 1.07% 17
2021
Q1 		$2.62M Buy
82,528
+3,841
+5% +$125K 1.19% 16
2020
Q4 		$2.41M Buy
78,687
+8,676
+12% +$252K 1.18% 16
2020
Q3 		$1.87M Buy
70,011
+3,634
+5% +$97.1K 1.11% 18
2020
Q2 		$1.62M Sell
66,377
-18,727
-22% -$426K 1.07% 19
2020
Q1 		$1.76M Sell
85,104
-27,751
-25% -$694K 1.42% 19
2019
Q4 		$3.09M Buy
112,855
+9,028
+9% +$238K 2.09% 11
2019
Q3 		$2.61M Sell
103,827
-664
-0.6% -$16.9K 1.99% 12
2019
Q2 		$2.74M Buy
104,491
+5,843
+6% +$151K 2.09% 13
2019
Q1 		$2.57M Buy
98,648
+2,677
+3% +$67.8K 2.1% 12
2018
Q4 		$2.26M Buy
+95,971
New +$2.33M 2.14% 12

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Marshall Financial Group (Pennsylvania)'s SCHE Position: Q3 2025 in Review

Marshall Financial Group (Pennsylvania) reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 1.9% in Q3 2025, selling an estimated $47.3K and leaving 78,180 shares worth $2.61M. The position accounts for 0.72% of the portfolio, ranked #20.

Marshall Financial Group (Pennsylvania) first reported a position in SCHE in Q4 2018 and has held it in 28 quarters since. The position peaked at $3.09M in Q4 2019. 784 funds tracked by Wall St. Rank hold SCHE as of Q3 2025.

  • Marshall Financial Group (Pennsylvania) held 78,180 shares of Schwab Emerging Markets Equity ETF worth $2.61M as of Q3 2025.
  • Marshall Financial Group (Pennsylvania) sold 1,500 Schwab Emerging Markets Equity ETF shares in Q3 2025, an estimated $47.3K.
  • Schwab Emerging Markets Equity ETF made up 0.72% of Marshall Financial Group (Pennsylvania)'s portfolio in Q3 2025, its #20 holding.
  • Marshall Financial Group (Pennsylvania) first reported a position in Schwab Emerging Markets Equity ETF in Q4 2018 and has held it in 28 quarters since.
  • Marshall Financial Group (Pennsylvania)'s Schwab Emerging Markets Equity ETF position peaked at $3.09M in Q4 2019.
  • 784 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2025.

Based on Marshall Financial Group (Pennsylvania)'s 13F filing for Q3 2025, filed 4 Nov 2025.