NewSquare Capital’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

NewSquare Capital’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	-10	Closed	-$301	–	1037
2025 Q2	$301	Hold	10	–	–	﹤0.01%	1197
2025 Q1	$276	Hold	10	–	–	﹤0.01%	1093
2024 Q4	$266	Buy	10 +4	+67%	+$113	﹤0.01%	839
2024 Q3	$175	Hold	6	–	–	﹤0.01%	301
2024 Q2	$159	Hold	6	–	–	﹤0.01%	316
2024 Q1	$152	Hold	6	–	–	﹤0.01%	408
2023 Q4	$149	Hold	6	–	–	﹤0.01%	464
2023 Q3	$144	Sell	6 -264	-98%	-$6.54K	﹤0.01%	561
2023 Q2	$6.65K	Buy	270 +264	+4,400%	+$6.45K	﹤0.01%	387
2023 Q1	$147	Hold	6	–	–	﹤0.01%	805
2022 Q4	$142	Hold	6	–	–	﹤0.01%	755
2022 Q3	$0	Hold	6	–	–	﹤0.01%	469
2022 Q2	$0	Hold	6	–	–	﹤0.01%	413
2022 Q1	$0	Hold	6	–	–	﹤0.01%	452
2021 Q4	$0	Hold	6	–	–	﹤0.01%	387
2021 Q3	$0	Hold	6	–	–	﹤0.01%	377
2021 Q2	$0	Hold	6	–	–	﹤0.01%	369
2021 Q1	$0	Hold	6	–	–	﹤0.01%	354
2020 Q4	$0	Hold	6	–	–	﹤0.01%	371
2020 Q3	$0	Hold	6	–	–	﹤0.01%	388
2020 Q2	$0	Hold	6	–	–	﹤0.01%	430
2020 Q1	$0	Hold	6	–	–	﹤0.01%	394
2019 Q4	$0	Hold	6	–	–	﹤0.01%	325
2019 Q3	$0	Buy	+6	New	+$153	﹤0.01%	338

Other funds holding SCHE

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

SAG

SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

NewSquare Capital's SCHE Position: Q3 2025 in Review

NewSquare Capital sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q3 2025, closing a stake of 10 shares — an estimated $301 sold.

NewSquare Capital first reported a position in SCHE in Q3 2019 and held it in 24 quarters. The position peaked at $6.65K in Q2 2023. 785 funds tracked by Wall St. Rank hold SCHE as of Q3 2025.

NewSquare Capital reported no remaining Schwab Emerging Markets Equity ETF position as of Q3 2025 after selling out during the quarter.
NewSquare Capital sold 10 Schwab Emerging Markets Equity ETF shares in Q3 2025, an estimated $301.
NewSquare Capital first reported a position in Schwab Emerging Markets Equity ETF in Q3 2019 and held it in 24 quarters.
NewSquare Capital's Schwab Emerging Markets Equity ETF position peaked at $6.65K in Q2 2023.
785 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.