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Oldfather Financial Services’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Oldfather Financial Services’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 		$504K Buy
15,400
+914
+6% +$30.5K 0.15% 63
2025
Q3 		$483K Buy
14,486
+532
+4% +$16.8K 0.15% 56
2025
Q2 		$421K Sell
13,954
-118
-0.8% -$3.34K 0.14% 56
2025
Q1 		$388K Buy
14,072
+874
+7% +$23.9K 0.15% 55
2024
Q4 		$351K Buy
13,198
+899
+7% +$25.4K 0.13% 56
2024
Q3 		$359K Buy
12,299
+293
+2% +$7.93K 0.14% 57
2024
Q2 		$319K Buy
12,006
+48
+0.4% +$1.25K 0.13% 54
2024
Q1 		$302K Sell
11,958
-252
-2% -$6.19K 0.12% 56
2023
Q4 		$303K Buy
12,210
+288
+2% +$6.92K 0.13% 52
2023
Q3 		$285K Buy
11,922
+90
+0.8% +$2.23K 0.14% 53
2023
Q2 		$291K Buy
11,832
+23
+0.2% +$562 0.14% 53
2023
Q1 		$290K Sell
11,809
-1
-0% -$25 0.15% 54
2022
Q4 		$280K Buy
11,810
+273
+2% +$6.35K 0.16% 50
2022
Q3 		$258K Buy
11,537
+1,233
+12% +$30.5K 0.16% 50
2022
Q2 		$259K Sell
10,304
-214
-2% -$5.59K 0.15% 50
2022
Q1 		$276K Buy
10,518
+573
+6% +$16.6K 0.15% 52
2021
Q4 		$304K Buy
9,945
+140
+1% +$4.28K 0.16% 52
2021
Q3 		$311K Buy
9,805
+257
+3% +$8.03K 0.16% 51
2021
Q2 		$298K Buy
9,548
+1,531
+19% +$49.7K 0.16% 49
2021
Q1 		$257K Buy
+8,017
New +$261K 0.15% 56

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $49.2B AUM

Oldfather Financial Services's SCHE Position: Q4 2025 in Review

Oldfather Financial Services increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 6.3% in Q4 2025, buying an estimated $30.5K and bringing the position to 15,400 shares worth $504K. The position accounts for 0.15% of the portfolio, ranked #63.

Oldfather Financial Services first reported a position in SCHE in Q1 2021 and has held it in 20 quarters since. 833 funds tracked by Wall St. Rank hold SCHE as of Q4 2025.

  • Oldfather Financial Services held 15,400 shares of Schwab Emerging Markets Equity ETF worth $504K as of Q4 2025.
  • Oldfather Financial Services bought 914 Schwab Emerging Markets Equity ETF shares in Q4 2025, an estimated $30.5K.
  • Schwab Emerging Markets Equity ETF made up 0.15% of Oldfather Financial Services's portfolio in Q4 2025, its #63 holding.
  • Oldfather Financial Services first reported a position in Schwab Emerging Markets Equity ETF in Q1 2021 and has held it in 20 quarters since.
  • 833 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q4 2025.

Based on Oldfather Financial Services's 13F filing for Q4 2025, filed 16 Jan 2026.