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

Oarsman 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
Q1 		– Sell
-1,001
Closed -$26.7K – 720
2024
Q4 		$26.7K Buy
1,001
+984
+5,788% +$27.8K ﹤0.01% 551
2024
Q3 		$497 Buy
+17
New +$460 ﹤0.01% 888
2021
Q4 		– Sell
-7,802
Closed -$238K – 193
2021
Q3 		$238K Sell
7,802
-68
-0.9% -$2.13K 0.1% 166
2021
Q2 		$259K Sell
7,870
-70
-0.9% -$2.27K 0.1% 160
2021
Q1 		$252K Sell
7,940
-584
-7% -$19K 0.11% 156
2020
Q4 		$261K Sell
8,524
-223
-3% -$6.47K 0.1% 152
2020
Q3 		$234K Sell
8,747
-184
-2% -$4.92K 0.11% 145
2020
Q2 		$217K Sell
8,931
-1,815
-17% -$41.2K 0.11% 155
2020
Q1 		$222K Sell
10,746
-8,811
-45% -$220K 0.21% 101
2019
Q4 		$535K Sell
19,557
-780
-4% -$20.6K 0.24% 98
2019
Q3 		$511K Sell
20,337
-721
-3% -$18.3K 0.24% 101
2019
Q2 		$553K Sell
21,058
-1,355
-6% -$35.1K 0.25% 95
2019
Q1 		$583K Sell
22,413
-9,951
-31% -$252K 0.28% 94
2018
Q4 		$762K Sell
32,364
-1,716
-5% -$41.6K 0.39% 81
2018
Q3 		$876K Sell
34,080
-1,249
-4% -$32.4K 0.35% 86
2018
Q2 		$915K Buy
35,329
+2,694
+8% +$74.1K 0.42% 79
2018
Q1 		$937K Buy
32,635
+2,271
+7% +$66.5K 0.43% 79
2017
Q4 		$848K Buy
30,364
+7,104
+31% +$196K 0.37% 86
2017
Q3 		$626K Buy
23,260
+5,475
+31% +$145K 0.26% 94
2017
Q2 		$442K Buy
17,785
+776
+5% +$19.1K 0.2% 122
2017
Q1 		$408K Buy
17,009
+3,862
+29% +$89.9K 0.19% 130
2016
Q4 		$283K Buy
13,147
+2,391
+22% +$53.5K 0.18% 133
2016
Q3 		$248K Buy
+10,756
New +$243K 0.13% 157

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 $94.2B AUM 21.24% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM

Oarsman Capital's SCHE Position: Q1 2025 in Review

Oarsman Capital sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q1 2025, closing a stake of 1,001 shares — an estimated $26.7K sold.

Oarsman Capital first reported a position in SCHE in Q3 2016 and held it in 23 quarters. The position peaked at $937K in Q1 2018. 761 funds tracked by Wall St. Rank hold SCHE as of Q1 2025.

  • Oarsman Capital reported no remaining Schwab Emerging Markets Equity ETF position as of Q1 2025 after selling out during the quarter.
  • Oarsman Capital sold 1,001 Schwab Emerging Markets Equity ETF shares in Q1 2025, an estimated $26.7K.
  • Oarsman Capital first reported a position in Schwab Emerging Markets Equity ETF in Q3 2016 and held it in 23 quarters.
  • Oarsman Capital's Schwab Emerging Markets Equity ETF position peaked at $937K in Q1 2018.
  • 761 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2025.

Based on Oarsman Capital's 13F filing for Q1 2025, filed 14 May 2025.