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Putney Financial Group’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Putney Financial Group’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
Q2 		– Sell
-266
Closed -$7.33K – 304
2025
Q1 		$7.33K Sell
266
-254
-49% -$6.95K 0.01% 217
2024
Q4 		$13.8K Buy
+520
New +$14.7K 0.01% 197

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HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Putney Financial Group's SCHE Position: Q2 2025 in Review

Putney Financial Group sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q2 2025, closing a stake of 266 shares — an estimated $7.33K sold.

Putney Financial Group first reported a position in SCHE in Q4 2024 and held it in 2 quarters. The position peaked at $13.8K in Q4 2024. 769 funds tracked by Wall St. Rank hold SCHE as of Q2 2025.

  • Putney Financial Group reported no remaining Schwab Emerging Markets Equity ETF position as of Q2 2025 after selling out during the quarter.
  • Putney Financial Group sold 266 Schwab Emerging Markets Equity ETF shares in Q2 2025, an estimated $7.33K.
  • Putney Financial Group first reported a position in Schwab Emerging Markets Equity ETF in Q4 2024 and held it in 2 quarters.
  • Putney Financial Group's Schwab Emerging Markets Equity ETF position peaked at $13.8K in Q4 2024.
  • 769 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2025.

Based on Putney Financial Group's 13F filing for Q2 2025, filed 4 Aug 2025.