North Star Investment Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

North Star Investment Management’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	-17	Closed	-$567	–	1613
2025 Q3	$567	Buy	+17	New	+$536	﹤0.01%	1215
2023 Q1	–	Sell	-19	Closed	-$450	–	1327
2022 Q4	$450	Sell	19 -1,066	-98%	-$24.8K	﹤0.01%	1246
2022 Q3	$24K	Hold	1,085	–	–	﹤0.01%	669
2022 Q2	$28K	Buy	+1,085	New	+$28.4K	﹤0.01%	662

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

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

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

Corient Private Wealth Miami, Florida $78.6B AUM 28.08% 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

North Star Investment Management's SCHE Position: Q4 2025 in Review

North Star Investment Management sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q4 2025, closing a stake of 17 shares — an estimated $567 sold.

North Star Investment Management first reported a position in SCHE in Q2 2022 and held it in 4 quarters. The position peaked at $28K in Q2 2022. 833 funds tracked by Wall St. Rank hold SCHE as of Q4 2025.

North Star Investment Management reported no remaining Schwab Emerging Markets Equity ETF position as of Q4 2025 after selling out during the quarter.
North Star Investment Management sold 17 Schwab Emerging Markets Equity ETF shares in Q4 2025, an estimated $567.
North Star Investment Management first reported a position in Schwab Emerging Markets Equity ETF in Q2 2022 and held it in 4 quarters.
North Star Investment Management's Schwab Emerging Markets Equity ETF position peaked at $28K in Q2 2022.
833 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q4 2025.

Based on North Star Investment Management's 13F filing for Q4 2025, filed 30 Jan 2026.