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Rise Advisors’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Rise Advisors’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
-412
Closed -$11K – 1556
2024
Q4 		$11K Buy
412
+11
+3% +$311 0.01% 955
2024
Q3 		$11.7K Buy
401
+1
+0.3% +$27 0.01% 969
2024
Q2 		$10.6K Hold
400
– – 0.01% 994
2024
Q1 		$10.1K Hold
400
– – 0.01% 1047
2023
Q4 		$9.92K Buy
+400
New +$9.62K 0.01% 319

Other funds holding SCHE

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Rise Advisors's SCHE Position: Q1 2025 in Review

Rise Advisors sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q1 2025, closing a stake of 412 shares — an estimated $11K sold.

Rise Advisors first reported a position in SCHE in Q4 2023 and held it in 5 quarters. The position peaked at $11.7K in Q3 2024. 762 funds tracked by Wall St. Rank hold SCHE as of Q1 2025.

  • Rise Advisors reported no remaining Schwab Emerging Markets Equity ETF position as of Q1 2025 after selling out during the quarter.
  • Rise Advisors sold 412 Schwab Emerging Markets Equity ETF shares in Q1 2025, an estimated $11K.
  • Rise Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q4 2023 and held it in 5 quarters.
  • Rise Advisors's Schwab Emerging Markets Equity ETF position peaked at $11.7K in Q3 2024.
  • 762 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2025.

Based on Rise Advisors's 13F filing for Q1 2025, filed 15 May 2025.