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Operose Advisors’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Operose Advisors’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
Q3 		– Sell
-772
Closed -$23.3K – 467
2025
Q2 		$23.3K Buy
772
+1
+0.1% +$28 0.01% 287
2025
Q1 		$21.3K Sell
771
-16,903
-96% -$463K 0.01% 278
2024
Q4 		$471K Sell
17,674
-3,269
-16% -$92.3K 0.16% 78
2024
Q3 		$611K Sell
20,943
-4,078
-16% -$110K 0.2% 73
2024
Q2 		$665K Sell
25,021
-4,813
-16% -$125K 0.24% 58
2024
Q1 		$753K Sell
29,834
-26,359
-47% -$648K 0.25% 57
2023
Q4 		$1.39M Sell
56,193
-38,415
-41% -$924K 0.56% 22
2023
Q3 		$2.26M Hold
94,608
– – 0.9% 15
2023
Q2 		$2.33M Buy
94,608
+1,510
+2% +$36.9K 1.06% 14
2023
Q1 		$2.28M Sell
93,098
-337
-0.4% -$8.35K 1.13% 14
2022
Q4 		$2.21M Buy
93,435
+30,369
+48% +$707K 1.18% 13
2022
Q3 		$1.41M Buy
63,066
+4,850
+8% +$120K 0.93% 14
2022
Q2 		$1.48M Sell
58,216
-3,899
-6% -$102K 1.04% 15
2022
Q1 		$1.73M Buy
62,115
+7,586
+14% +$220K 1.19% 13
2021
Q4 		$1.61M Buy
+54,529
New +$1.67M 1.31% 15

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
SAG
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Operose Advisors's SCHE Position: Q3 2025 in Review

Operose Advisors sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q3 2025, closing a stake of 772 shares — an estimated $23.3K sold.

Operose Advisors first reported a position in SCHE in Q4 2021 and held it in 15 quarters. The position peaked at $2.33M in Q2 2023. 785 funds tracked by Wall St. Rank hold SCHE as of Q3 2025.

  • Operose Advisors reported no remaining Schwab Emerging Markets Equity ETF position as of Q3 2025 after selling out during the quarter.
  • Operose Advisors sold 772 Schwab Emerging Markets Equity ETF shares in Q3 2025, an estimated $23.3K.
  • Operose Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q4 2021 and held it in 15 quarters.
  • Operose Advisors's Schwab Emerging Markets Equity ETF position peaked at $2.33M in Q2 2023.
  • 785 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2025.

Based on Operose Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.