RP
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Rice Partnership’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Rice Partnership’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 		– Sell
-6
Closed -$160 – 176
2024
Q4 		$160 Sell
6
-1,271
-100% -$35.9K ﹤0.01% 167
2024
Q3 		$37.3K Buy
1,277
+1,271
+21,183% +$34.4K 0.01% 141
2024
Q2 		$159 Sell
6
-211
-97% -$5.5K ﹤0.01% 153
2024
Q1 		$5.48K Buy
+217
New +$5.33K ﹤0.01% 146
2023
Q4 		– Sell
-19
Closed -$462 – 134
2023
Q3 		$462 Buy
+19
New +$471 ﹤0.01% 132
2022
Q3 		– Sell
-667
Closed -$17K – 125
2022
Q2 		$17K Buy
+667
New +$17.4K 0.01% 109
2020
Q1 		– Sell
-4,820
Closed -$132K – 109
2019
Q4 		$132K Buy
4,820
+294
+6% +$7.75K 0.07% 75
2019
Q3 		$114K Buy
4,526
+302
+7% +$7.68K 0.07% 78
2019
Q2 		$111K Buy
+4,224
New +$109K 0.07% 82
2018
Q4 		– Sell
-211,627
Closed -$5.44M – 78
2018
Q3 		$5.44M Buy
211,627
+11,303
+6% +$293K 3.43% 8
2018
Q2 		$5.19M Buy
200,324
+4,765
+2% +$131K 3.42% 8
2018
Q1 		$5.61M Buy
195,559
+88,939
+83% +$2.61M 3.74% 8
2017
Q4 		$2.98M Buy
+106,620
New +$2.94M 2.09% 16

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 $424B AUM 22.94% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM

Rice Partnership's SCHE Position: Q1 2025 in Review

Rice Partnership sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q1 2025, closing a stake of 6 shares — an estimated $160 sold.

Rice Partnership first reported a position in SCHE in Q4 2017 and held it in 13 quarters. The position peaked at $5.61M in Q1 2018. 761 funds tracked by Wall St. Rank hold SCHE as of Q1 2025.

  • Rice Partnership reported no remaining Schwab Emerging Markets Equity ETF position as of Q1 2025 after selling out during the quarter.
  • Rice Partnership sold 6 Schwab Emerging Markets Equity ETF shares in Q1 2025, an estimated $160.
  • Rice Partnership first reported a position in Schwab Emerging Markets Equity ETF in Q4 2017 and held it in 13 quarters.
  • Rice Partnership's Schwab Emerging Markets Equity ETF position peaked at $5.61M in Q1 2018.
  • 761 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2025.

Based on Rice Partnership's 13F filing for Q1 2025, filed 29 Apr 2025.