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

North 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
Q4 		– Sell
-619
Closed -$20.6K – 581
2025
Q3 		$20.6K Buy
619
+1
+0.2% +$32 0.02% 302
2025
Q2 		$18.6K Hold
618
– – 0.02% 313
2025
Q1 		$17K Buy
+618
New +$16.9K 0.02% 307

Other funds holding SCHE

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $34.6B AUM 29.24% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

North Capital's SCHE Position: Q4 2025 in Review

North Capital sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q4 2025, closing a stake of 619 shares — an estimated $20.6K sold.

North Capital first reported a position in SCHE in Q1 2025 and held it in 3 quarters. The position peaked at $20.6K in Q3 2025. 835 funds tracked by Wall St. Rank hold SCHE as of Q4 2025.

  • North Capital reported no remaining Schwab Emerging Markets Equity ETF position as of Q4 2025 after selling out during the quarter.
  • North Capital sold 619 Schwab Emerging Markets Equity ETF shares in Q4 2025, an estimated $20.6K.
  • North Capital first reported a position in Schwab Emerging Markets Equity ETF in Q1 2025 and held it in 3 quarters.
  • North Capital's Schwab Emerging Markets Equity ETF position peaked at $20.6K in Q3 2025.
  • 835 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q4 2025.

Based on North Capital's 13F filing for Q4 2025, filed 18 Feb 2026.