McClarren Financial Advisors’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

McClarren Financial 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 Q1	–	Sell	-2,239	Closed	-$61K	–	352
2024 Q4	$61K	Buy	+2,239	New	+$63.2K	0.17%	73
2024 Q3	–	Sell	-26	Closed	-$32K	–	336
2024 Q2	$32K	Sell	26 -1,180	-98%	-$30.8K	0.02%	180
2024 Q1	$31K	Hold	1,206	–	–	0.02%	180
2023 Q4	$30K	Buy	1,206 +41	+4%	+$986	0.02%	197
2023 Q3	$27K	Hold	1,165	–	–	0.02%	191
2023 Q2	$28K	Buy	1,165 +6	+0.5%	+$147	0.02%	196
2023 Q1	$28K	Hold	1,159	–	–	0.03%	183
2022 Q4	$27K	Buy	+1,159	New	+$27K	0.03%	190

Other funds holding SCHE

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

McClarren Financial Advisors's SCHE Position: Q1 2025 in Review

McClarren Financial Advisors sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q1 2025, closing a stake of 2,239 shares — an estimated $61K sold.

McClarren Financial Advisors first reported a position in SCHE in Q4 2022 and held it in 8 quarters. The position peaked at $61K in Q4 2024. 761 funds tracked by Wall St. Rank hold SCHE as of Q1 2025.

McClarren Financial Advisors reported no remaining Schwab Emerging Markets Equity ETF position as of Q1 2025 after selling out during the quarter.
McClarren Financial Advisors sold 2,239 Schwab Emerging Markets Equity ETF shares in Q1 2025, an estimated $61K.
McClarren Financial Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q4 2022 and held it in 8 quarters.
McClarren Financial Advisors's Schwab Emerging Markets Equity ETF position peaked at $61K in Q4 2024.
761 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2025.

Based on McClarren Financial Advisors's 13F filing for Q1 2025, filed 9 May 2025.