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Mogy Joel R Investment Counsel’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Mogy Joel R Investment Counsel’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 		– Sell
-488
Closed -$14.7K – 123
2025
Q2 		$14.7K Buy
+488
New +$13.8K ﹤0.01% 120
2024
Q2 		– Sell
-1,374
Closed -$34.7K – 119
2024
Q1 		$34.7K Buy
+1,374
New +$33.8K ﹤0.01% 116

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 $103B AUM 28.65% 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 $11.5B AUM 18.82% 1-Year Est. Return

Mogy Joel R Investment Counsel's SCHE Position: Q3 2025 in Review

Mogy Joel R Investment Counsel sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q3 2025, closing a stake of 488 shares — an estimated $14.7K sold.

Mogy Joel R Investment Counsel first reported a position in SCHE in Q1 2024 and held it in 2 quarters. The position peaked at $34.7K in Q1 2024. 784 funds tracked by Wall St. Rank hold SCHE as of Q3 2025.

  • Mogy Joel R Investment Counsel reported no remaining Schwab Emerging Markets Equity ETF position as of Q3 2025 after selling out during the quarter.
  • Mogy Joel R Investment Counsel sold 488 Schwab Emerging Markets Equity ETF shares in Q3 2025, an estimated $14.7K.
  • Mogy Joel R Investment Counsel first reported a position in Schwab Emerging Markets Equity ETF in Q1 2024 and held it in 2 quarters.
  • Mogy Joel R Investment Counsel's Schwab Emerging Markets Equity ETF position peaked at $34.7K in Q1 2024.
  • 784 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2025.

Based on Mogy Joel R Investment Counsel's 13F filing for Q3 2025, filed 16 Oct 2025.