Sebold Capital Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Sebold Capital 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 Q2	$1.12M	Sell	37,169 -811	-2%	-$23K	0.69%	29
2025 Q1	$1.05M	Sell	37,980 -1,567	-4%	-$42.9K	0.69%	29
2024 Q4	$1.05M	Sell	39,547 -128	-0.3%	-$3.61K	0.71%	28
2024 Q3	$1.16M	Sell	39,675 -1,683	-4%	-$45.6K	0.76%	26
2024 Q2	$1.1M	Sell	41,358 -721	-2%	-$18.8K	0.76%	26
2024 Q1	$1.06M	Sell	42,079 -131	-0.3%	-$3.22K	0.72%	29
2023 Q4	$1.05M	Sell	42,210 -1,574	-4%	-$37.8K	0.77%	26
2023 Q3	$1.05M	Sell	43,784 -4,449	-9%	-$110K	0.86%	28
2023 Q2	$1.19M	Sell	48,233 -2,915	-6%	-$71.2K	0.95%	26
2023 Q1	$1.25M	Sell	51,148 -593	-1%	-$14.7K	0.99%	26
2022 Q4	$1.22M	Buy	+51,741	New	+$1.2M	1.01%	26

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

SAG

SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Sebold Capital Management's SCHE Position: Q2 2025 in Review

Sebold Capital Management reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 2.1% in Q2 2025, selling an estimated $23K and leaving 37,169 shares worth $1.12M. The position accounts for 0.69% of the portfolio, ranked #29.

Sebold Capital Management first reported a position in SCHE in Q4 2022 and has held it in 11 quarters since. The position peaked at $1.25M in Q1 2023. 769 funds tracked by Wall St. Rank hold SCHE as of Q2 2025.

Sebold Capital Management held 37,169 shares of Schwab Emerging Markets Equity ETF worth $1.12M as of Q2 2025.
Sebold Capital Management sold 811 Schwab Emerging Markets Equity ETF shares in Q2 2025, an estimated $23K.
Schwab Emerging Markets Equity ETF made up 0.69% of Sebold Capital Management's portfolio in Q2 2025, its #29 holding.
Sebold Capital Management first reported a position in Schwab Emerging Markets Equity ETF in Q4 2022 and has held it in 11 quarters since.
Sebold Capital Management's Schwab Emerging Markets Equity ETF position peaked at $1.25M in Q1 2023.
769 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2025.

Based on Sebold Capital Management's 13F filing for Q2 2025, filed 5 Aug 2025.