Nalls Sherbakoff Group’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Nalls Sherbakoff Group’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 Q4	$1.67M	Sell	50,853 -12,586	-20%	-$420K	1.2%	18
2025 Q3	$2.12M	Buy	63,439 +610	+1%	+$19.2K	1.43%	15
2025 Q2	$1.89M	Buy	62,829 +49	+0.1%	+$1.39K	1.38%	15
2025 Q1	$1.73M	Buy	+62,780	New	+$1.72M	1.41%	14
2023 Q4	$1.59M	Buy	64,173 +209	+0.3%	+$5.03K	1.42%	15
2023 Q3	$1.53M	Buy	63,964 +1,234	+2%	+$30.6K	1.49%	14
2023 Q2	$1.48M	Buy	62,730 +1,125	+2%	+$27.5K	1.46%	14
2023 Q1	$1.52M	Buy	+61,605	New	+$1.53M	1.51%	12
2018 Q4	$1.05M	Buy	+44,583	New	+$1.08M	1.68%	12

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

SAG

SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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 $49.2B AUM

Nalls Sherbakoff Group's SCHE Position: Q4 2025 in Review

Nalls Sherbakoff Group reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 20% in Q4 2025, selling an estimated $420K and leaving 50,853 shares worth $1.67M. The position accounts for 1.2% of the portfolio, ranked #18.

Nalls Sherbakoff Group first reported a position in SCHE in Q4 2018 and has held it in 9 quarters since. The position peaked at $2.12M in Q3 2025. 833 funds tracked by Wall St. Rank hold SCHE as of Q4 2025.

Nalls Sherbakoff Group held 50,853 shares of Schwab Emerging Markets Equity ETF worth $1.67M as of Q4 2025.
Nalls Sherbakoff Group sold 12,586 Schwab Emerging Markets Equity ETF shares in Q4 2025, an estimated $420K.
Schwab Emerging Markets Equity ETF made up 1.2% of Nalls Sherbakoff Group's portfolio in Q4 2025, its #18 holding.
Nalls Sherbakoff Group first reported a position in Schwab Emerging Markets Equity ETF in Q4 2018 and has held it in 9 quarters since.
Nalls Sherbakoff Group's Schwab Emerging Markets Equity ETF position peaked at $2.12M in Q3 2025.
833 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q4 2025.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2025, filed 12 Mar 2026.