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Mattson Financial Services’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Mattson Financial Services’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
-584
Closed -$17K – 400
2024
Q4 		$17K Buy
+584
New +$16.5K 0.01% 233

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SAG
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
R
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MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
RIM
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Mattson Financial Services's SCHE Position: Q1 2025 in Review

Mattson Financial Services sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q1 2025, closing a stake of 584 shares — an estimated $17K sold.

Mattson Financial Services first reported a position in SCHE in Q4 2024 and held it in 1 quarter. The position peaked at $17K in Q4 2024. 761 funds tracked by Wall St. Rank hold SCHE as of Q1 2025.

  • Mattson Financial Services reported no remaining Schwab Emerging Markets Equity ETF position as of Q1 2025 after selling out during the quarter.
  • Mattson Financial Services sold 584 Schwab Emerging Markets Equity ETF shares in Q1 2025, an estimated $17K.
  • Mattson Financial Services first reported a position in Schwab Emerging Markets Equity ETF in Q4 2024 and held it in 1 quarter.
  • Mattson Financial Services's Schwab Emerging Markets Equity ETF position peaked at $17K in Q4 2024.
  • 761 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2025.

Based on Mattson Financial Services's 13F filing for Q1 2025, filed 22 May 2025.