Sandy Spring Bank’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Sandy Spring Bank’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	$3.47K	Buy	126 +43	+52%	+$1.18K	﹤0.01%	984
2024 Q4	$2.21K	Buy	83 +58	+232%	+$1.64K	﹤0.01%	1059
2024 Q3	$730	Sell	25 -13	-34%	-$352	﹤0.01%	1109
2024 Q2	$1.01K	Hold	38	–	–	﹤0.01%	1154
2024 Q1	$960	Sell	38 -862	-96%	-$21.2K	﹤0.01%	1117
2023 Q4	$22.3K	Hold	900	–	–	﹤0.01%	690
2023 Q3	$21.5K	Hold	900	–	–	﹤0.01%	701
2023 Q2	$22.2K	Hold	900	–	–	﹤0.01%	700
2023 Q1	$22.1K	Buy	+900	New	+$22.3K	﹤0.01%	681
2022 Q2	–	Sell	-336	Closed	-$9K	–	1169
2022 Q1	$9K	Buy	336 +67	+25%	+$1.94K	﹤0.01%	880
2021 Q4	$8K	Buy	269 +207	+334%	+$6.33K	﹤0.01%	951
2021 Q3	$2K	Buy	62 +35	+130%	+$1.09K	﹤0.01%	1074
2021 Q2	$1K	Hold	27	–	–	﹤0.01%	1122
2021 Q1	$1K	Buy	+27	New	+$879	﹤0.01%	979
2020 Q3	–	Sell	-120	Closed	-$3K	–	978
2020 Q2	$3K	Hold	120	–	–	﹤0.01%	806
2020 Q1	$2K	Buy	+120	New	+$3K	﹤0.01%	836

Other funds holding SCHE

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

Sandy Spring Bank's SCHE Position: Q1 2025 in Review

Sandy Spring Bank increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 52% in Q1 2025, buying an estimated $1.18K and bringing the position to 126 shares worth $3.47K. The position accounts for ﹤0.01% of the portfolio, ranked #984.

Sandy Spring Bank first reported a position in SCHE in Q1 2020 and has held it in 16 quarters since. The position peaked at $22.3K in Q4 2023. 761 funds tracked by Wall St. Rank hold SCHE as of Q1 2025.

Sandy Spring Bank held 126 shares of Schwab Emerging Markets Equity ETF worth $3.47K as of Q1 2025.
Sandy Spring Bank bought 43 Schwab Emerging Markets Equity ETF shares in Q1 2025, an estimated $1.18K.
Schwab Emerging Markets Equity ETF made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #984 holding.
Sandy Spring Bank first reported a position in Schwab Emerging Markets Equity ETF in Q1 2020 and has held it in 16 quarters since.
Sandy Spring Bank's Schwab Emerging Markets Equity ETF position peaked at $22.3K in Q4 2023.
761 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.