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Richard P. Slaughter Associates’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Richard P. Slaughter Associates’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
-11,587
Closed -$309K – 155
2024
Q4 		$309K Sell
11,587
-742
-6% -$20.9K 0.07% 126
2024
Q3 		$360K Buy
12,329
+80
+0.7% +$2.17K 0.08% 122
2024
Q2 		$325K Buy
12,249
+1,637
+15% +$42.7K 0.08% 120
2024
Q1 		$268K Buy
10,612
+746
+8% +$18.3K 0.06% 136
2023
Q4 		$245K Buy
9,866
+1,370
+16% +$32.9K 0.06% 136
2023
Q3 		$203K Buy
+8,496
New +$210K 0.05% 133

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

Richard P. Slaughter Associates's SCHE Position: Q1 2025 in Review

Richard P. Slaughter Associates sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q1 2025, closing a stake of 11,587 shares — an estimated $309K sold.

Richard P. Slaughter Associates first reported a position in SCHE in Q3 2023 and held it in 6 quarters. The position peaked at $360K in Q3 2024. 761 funds tracked by Wall St. Rank hold SCHE as of Q1 2025.

  • Richard P. Slaughter Associates reported no remaining Schwab Emerging Markets Equity ETF position as of Q1 2025 after selling out during the quarter.
  • Richard P. Slaughter Associates sold 11,587 Schwab Emerging Markets Equity ETF shares in Q1 2025, an estimated $309K.
  • Richard P. Slaughter Associates first reported a position in Schwab Emerging Markets Equity ETF in Q3 2023 and held it in 6 quarters.
  • Richard P. Slaughter Associates's Schwab Emerging Markets Equity ETF position peaked at $360K in Q3 2024.
  • 761 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2025.

Based on Richard P. Slaughter Associates's 13F filing for Q1 2025, filed 10 Apr 2025.