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Retirement Guys Formula’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Retirement Guys Formula’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
-119,322
Closed -$3.6M – 174
2025
Q2 		$3.6M Sell
119,322
-52
-0% -$1.47K 1.37% 16
2025
Q1 		$3.29M Sell
119,374
-3,683
-3% -$101K 1.64% 12
2024
Q4 		$3.28M Buy
123,057
+11,167
+10% +$315K 1.65% 10
2024
Q3 		$3.26M Sell
111,890
-2,339
-2% -$63.3K 1.52% 9
2024
Q2 		$3.03M Sell
114,229
-5,633
-5% -$147K 1.45% 12
2024
Q1 		$3.03M Sell
119,862
-2,290
-2% -$56.3K 1.48% 12
2023
Q4 		$3.03M Sell
122,152
-8,127
-6% -$195K 1.62% 15
2023
Q3 		$3.12M Sell
130,279
-2,486
-2% -$61.6K 2.17% 8
2023
Q2 		$3.27M Buy
132,765
+7,100
+6% +$173K 1.89% 11
2023
Q1 		$3.08M Buy
125,665
+4,308
+4% +$107K 2.21% 10
2022
Q4 		$2.87M Buy
+121,357
New +$2.82M 2.36% 9

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
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

Retirement Guys Formula's SCHE Position: Q3 2025 in Review

Retirement Guys Formula sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q3 2025, closing a stake of 119,322 shares — an estimated $3.6M sold.

Retirement Guys Formula first reported a position in SCHE in Q4 2022 and held it in 11 quarters. The position peaked at $3.6M in Q2 2025. 784 funds tracked by Wall St. Rank hold SCHE as of Q3 2025.

  • Retirement Guys Formula reported no remaining Schwab Emerging Markets Equity ETF position as of Q3 2025 after selling out during the quarter.
  • Retirement Guys Formula sold 119,322 Schwab Emerging Markets Equity ETF shares in Q3 2025, an estimated $3.6M.
  • Retirement Guys Formula first reported a position in Schwab Emerging Markets Equity ETF in Q4 2022 and held it in 11 quarters.
  • Retirement Guys Formula's Schwab Emerging Markets Equity ETF position peaked at $3.6M in Q2 2025.
  • 784 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2025.

Based on Retirement Guys Formula's 13F filing for Q3 2025, filed 21 Oct 2025.