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Security National Bank’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Security National 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
Q4 		– Sell
-690
Closed -$23K – 391
2025
Q3 		$23K Buy
+690
New +$21.7K ﹤0.01% 279
2025
Q1 		– Sell
-257
Closed -$6.84K – 329
2024
Q4 		$6.84K Buy
+257
New +$7.26K ﹤0.01% 294

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Security National Bank's SCHE Position: Q4 2025 in Review

Security National Bank sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q4 2025, closing a stake of 690 shares — an estimated $23K sold.

Security National Bank first reported a position in SCHE in Q4 2024 and held it in 2 quarters. The position peaked at $23K in Q3 2025. 835 funds tracked by Wall St. Rank hold SCHE as of Q4 2025.

  • Security National Bank reported no remaining Schwab Emerging Markets Equity ETF position as of Q4 2025 after selling out during the quarter.
  • Security National Bank sold 690 Schwab Emerging Markets Equity ETF shares in Q4 2025, an estimated $23K.
  • Security National Bank first reported a position in Schwab Emerging Markets Equity ETF in Q4 2024 and held it in 2 quarters.
  • Security National Bank's Schwab Emerging Markets Equity ETF position peaked at $23K in Q3 2025.
  • 835 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q4 2025.

Based on Security National Bank's 13F filing for Q4 2025, filed 5 Feb 2026.