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Schwallier Wealth Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Schwallier Wealth Management’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
-31,317
Closed -$834K – 53
2024
Q4 		$834K Sell
31,317
-717
-2% -$20.2K 0.63% 17
2024
Q3 		$935K Buy
32,034
+2,258
+8% +$61.1K 0.67% 17
2024
Q2 		$791K Buy
29,776
+3,437
+13% +$89.6K 0.64% 17
2024
Q1 		$665K Buy
26,339
+2,590
+11% +$63.6K 0.54% 19
2023
Q4 		$589K Buy
+23,749
New +$571K 0.49% 22

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

Schwallier Wealth Management's SCHE Position: Q1 2025 in Review

Schwallier Wealth Management sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q1 2025, closing a stake of 31,317 shares — an estimated $834K sold.

Schwallier Wealth Management first reported a position in SCHE in Q4 2023 and held it in 5 quarters. The position peaked at $935K in Q3 2024. 761 funds tracked by Wall St. Rank hold SCHE as of Q1 2025.

  • Schwallier Wealth Management reported no remaining Schwab Emerging Markets Equity ETF position as of Q1 2025 after selling out during the quarter.
  • Schwallier Wealth Management sold 31,317 Schwab Emerging Markets Equity ETF shares in Q1 2025, an estimated $834K.
  • Schwallier Wealth Management first reported a position in Schwab Emerging Markets Equity ETF in Q4 2023 and held it in 5 quarters.
  • Schwallier Wealth Management's Schwab Emerging Markets Equity ETF position peaked at $935K in Q3 2024.
  • 761 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2025.

Based on Schwallier Wealth Management's 13F filing for Q1 2025, filed 14 Aug 2025.