OPS
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Orion Portfolio Solutions’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Orion Portfolio Solutions’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 		$729K Buy
26,440
+3,251
+14% +$89K 0.01% 1230
2024
Q4 		$618K Buy
23,189
+5,026
+28% +$142K 0.01% 1271
2024
Q3 		$530K Buy
18,163
+3,116
+21% +$84.3K 0.01% 1316
2024
Q2 		$400K Buy
15,047
+58
+0.4% +$1.51K ﹤0.01% 1351
2024
Q1 		$378K Buy
14,989
+3,203
+27% +$78.7K ﹤0.01% 1380
2023
Q4 		$288K Sell
11,786
-17,061
-59% -$410K ﹤0.01% 1420
2023
Q3 		$691K Buy
28,847
+1,062
+4% +$26.3K 0.01% 1074
2023
Q2 		$684K Buy
27,785
+2,953
+12% +$72.2K 0.01% 1096
2023
Q1 		$609K Buy
+24,832
New +$615K 0.01% 1074
2020
Q3 		– Sell
-226
Closed -$6K – 1741
2020
Q2 		$6K Hold
226
– – ﹤0.01% 1409
2020
Q1 		$5K Sell
226
-314
-58% -$7.85K ﹤0.01% 1318
2019
Q4 		$15K Buy
+540
New +$14.2K ﹤0.01% 867

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

Orion Portfolio Solutions's SCHE Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 14% in Q1 2025, buying an estimated $89K and bringing the position to 26,440 shares worth $729K. The position accounts for 0.01% of the portfolio, ranked #1230.

Orion Portfolio Solutions first reported a position in SCHE in Q4 2019 and has held it in 12 quarters since. 761 funds tracked by Wall St. Rank hold SCHE as of Q1 2025.

  • Orion Portfolio Solutions held 26,440 shares of Schwab Emerging Markets Equity ETF worth $729K as of Q1 2025.
  • Orion Portfolio Solutions bought 3,251 Schwab Emerging Markets Equity ETF shares in Q1 2025, an estimated $89K.
  • Schwab Emerging Markets Equity ETF made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1230 holding.
  • Orion Portfolio Solutions first reported a position in Schwab Emerging Markets Equity ETF in Q4 2019 and has held it in 12 quarters since.
  • 761 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.