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

Objective Capital 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
Q1 		– Sell
-14,718
Closed -$392K – 129
2024
Q4 		$392K Sell
14,718
-765
-5% -$21.6K 0.26% 78
2024
Q3 		$452K Buy
+15,483
New +$419K 0.27% 82
2024
Q1 		$348K Buy
13,783
+1,507
+12% +$37K 0.24% 93
2023
Q4 		$304K Buy
+12,276
New +$295K 0.23% 89

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

Objective Capital Management's SCHE Position: Q1 2025 in Review

Objective Capital Management sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q1 2025, closing a stake of 14,718 shares — an estimated $392K sold.

Objective Capital Management first reported a position in SCHE in Q4 2023 and held it in 4 quarters. The position peaked at $452K in Q3 2024. 761 funds tracked by Wall St. Rank hold SCHE as of Q1 2025.

  • Objective Capital Management reported no remaining Schwab Emerging Markets Equity ETF position as of Q1 2025 after selling out during the quarter.
  • Objective Capital Management sold 14,718 Schwab Emerging Markets Equity ETF shares in Q1 2025, an estimated $392K.
  • Objective Capital Management first reported a position in Schwab Emerging Markets Equity ETF in Q4 2023 and held it in 4 quarters.
  • Objective Capital Management's Schwab Emerging Markets Equity ETF position peaked at $452K in Q3 2024.
  • 761 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2025.

Based on Objective Capital Management's 13F filing for Q1 2025, filed 7 May 2025.