SWM
SCHE icon

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

SigFig 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
2026
Q2 		$11.7M Sell
326,107
-146
-0% -$5.21K 0.31% 30
2026
Q1 		$10.8M Sell
326,253
-5,094
-2% -$174K 0.32% 31
2025
Q4 		$10.9M Sell
331,347
-7,460
-2% -$249K 0.33% 39
2025
Q3 		$11.2M Sell
338,807
-40,639
-11% -$1.28M 0.35% 36
2025
Q2 		$11.4M Sell
379,446
-10,258
-3% -$290K 0.38% 36
2025
Q1 		$5.47M Buy
389,704
+11,352
+3% +$311K 0.2% 52
2024
Q4 		$5.58M Buy
378,352
+4,110
+1% +$116K 0.2% 54
2024
Q3 		$5.68M Buy
374,242
+15,555
+4% +$421K 0.21% 53
2024
Q2 		$5.84M Buy
358,687
+19,645
+6% +$512K 0.22% 50
2024
Q1 		$5.82M Buy
339,042
+16,921
+5% +$416K 0.21% 46
2023
Q4 		$6.31M Buy
322,121
+63,446
+25% +$1.53M 0.24% 43
2023
Q3 		$6.15M Sell
258,675
-21,218
-8% -$526K 0.25% 41
2023
Q2 		$6.8M Buy
279,893
+3,538
+1% +$86.5K 0.26% 42
2023
Q1 		$6.91M Buy
276,355
+9,586
+4% +$238K 0.38% 33
2022
Q4 		$7.1M Sell
266,769
-4,464
-2% -$104K 0.35% 33
2022
Q3 		$7.21M Buy
271,233
+3,894
+1% +$96.2K 0.38% 32
2022
Q2 		$7.7M Sell
267,339
-30,690
-10% -$802K 0.4% 31
2022
Q1 		$8.33M Buy
298,029
+13,181
+5% +$382K 0.4% 30
2021
Q4 		$8M Buy
284,848
+27,021
+10% +$826K 0.37% 31
2021
Q3 		$7.86M Buy
257,827
+4,982
+2% +$156K 0.39% 29
2021
Q2 		$8.31M Buy
252,845
+21,449
+9% +$696K 0.44% 27
2021
Q1 		$7.35M Buy
231,396
+12,141
+6% +$395K 0.45% 26
2020
Q4 		$6.72M Buy
219,255
+25,753
+13% +$747K 0.49% 24
2020
Q3 		$5.1M Buy
193,502
+17,409
+10% +$465K 0.46% 23
2020
Q2 		$4.29M Buy
176,093
+390
+0.2% +$8.86K 0.46% 22
2020
Q1 		$3.63M Sell
175,703
-122
-0.1% -$3.05K 0.49% 25
2019
Q4 		$4.81M Buy
175,825
+2,450
+1% +$64.6K 0.59% 23
2019
Q3 		$4.36M Buy
173,375
+13,336
+8% +$339K 0.62% 24
2019
Q2 		$4.2M Buy
160,039
+9,760
+6% +$253K 0.65% 27
2019
Q1 		$3.91M Sell
150,279
-103
-0.1% -$2.61K 0.69% 27
2018
Q4 		$3.55M Sell
150,382
-4,318
-3% -$105K 0.76% 27
2018
Q3 		$3.98M Buy
154,700
+1,674
+1% +$43.4K 0.82% 27
2018
Q2 		$3.96M Sell
153,026
-4,152
-3% -$114K 1.02% 27
2018
Q1 		$4.51M Sell
157,178
-8,611
-5% -$252K 2.63% 16
2017
Q4 		$4.62M Buy
165,789
+9,838
+6% +$271K 2.21% 15
2017
Q3 		$4.2M Sell
155,951
-7,197
-4% -$191K 2.81% 12
2017
Q2 		$4.05M Buy
163,148
+1,521
+0.9% +$37.4K 2.99% 12
2017
Q1 		$3.87M Buy
161,627
+824
+0.5% +$19.2K 3.08% 12
2016
Q4 		$3.5M Buy
+160,803
New +$3.6M 3% 12

Other funds holding SCHE

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $436M AUM 24% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
AWC
Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return
PF
Prota Financial Houston, Texas $152M AUM
GG
Gleason Group Prospect, Kentucky $1.15B AUM 21.11% 1-Year Est. Return