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

SOL 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
Q1 		– Sell
-8,257
Closed -$220K – 305
2024
Q4 		$220K Sell
8,257
-4,603
-36% -$130K 0.02% 292
2024
Q3 		$375K Sell
12,860
-130
-1% -$3.52K 0.04% 251
2024
Q2 		$345K Sell
12,990
-714
-5% -$18.6K 0.04% 248
2024
Q1 		$346K Sell
13,704
-6,950
-34% -$171K 0.04% 251
2023
Q4 		$512K Sell
20,654
-2,478
-11% -$59.6K 0.07% 219
2023
Q3 		$554K Sell
23,132
-519
-2% -$12.9K 0.09% 198
2023
Q2 		$583K Buy
23,651
+5,538
+31% +$135K 0.09% 191
2023
Q1 		$444K Sell
18,113
-12
-0.1% -$297 0.07% 212
2022
Q4 		$429K Buy
18,125
+430
+2% +$10K 0.08% 212
2022
Q3 		$396K Sell
17,695
-195
-1% -$4.82K 0.08% 197
2022
Q2 		$454K Sell
17,890
-1,441
-7% -$37.7K 0.09% 182
2022
Q1 		$537K Sell
19,331
-108
-0.6% -$3.13K 0.1% 177
2021
Q4 		$576K Sell
19,439
-2,970
-13% -$90.7K 0.1% 168
2021
Q3 		$683K Sell
22,409
-1,116
-5% -$34.9K 0.14% 148
2021
Q2 		$774K Sell
23,525
-2,482
-10% -$80.5K 0.15% 134
2021
Q1 		$827K Sell
26,007
-550
-2% -$17.9K 0.17% 119
2020
Q4 		$814K Buy
26,557
+586
+2% +$17K 0.19% 113
2020
Q3 		$695K Buy
25,971
+459
+2% +$12.3K 0.19% 119
2020
Q2 		$621K Sell
25,512
-5,114
-17% -$116K 0.18% 120
2020
Q1 		$634K Sell
30,626
-114
-0.4% -$2.85K 0.21% 110
2019
Q4 		$841K Buy
30,740
+816
+3% +$21.5K 0.21% 113
2019
Q3 		$752K Buy
29,924
+520
+2% +$13.2K 0.21% 117
2019
Q2 		$772K Sell
29,404
-3,282
-10% -$85K 0.21% 123
2019
Q1 		$850K Buy
32,686
+2,568
+9% +$65.1K 0.24% 110
2018
Q4 		$709K Buy
30,118
+7,830
+35% +$190K 0.23% 117
2018
Q3 		$573K Buy
22,288
+4,826
+28% +$125K 0.15% 145
2018
Q2 		$452K Buy
17,462
+561
+3% +$15.4K 0.13% 166
2018
Q1 		$485K Sell
16,901
-879
-5% -$25.8K 0.14% 160
2017
Q4 		$497K Buy
17,780
+228
+1% +$6.29K 0.14% 151
2017
Q3 		$472K Buy
17,552
+40
+0.2% +$1.06K 0.13% 159
2017
Q2 		$435K Sell
17,512
-26
-0.1% -$639 0.12% 170
2017
Q1 		$420K Sell
17,538
-2,455
-12% -$57.2K 0.12% 163
2016
Q4 		$431K Buy
19,993
+2,253
+13% +$50.4K 0.13% 154
2016
Q3 		$409K Buy
17,740
+383
+2% +$8.65K 0.14% 140
2016
Q2 		$370K Buy
17,357
+399
+2% +$8.2K 0.12% 143
2016
Q1 		$352K Buy
16,958
+962
+6% +$18.1K 0.12% 146
2015
Q4 		$312K Buy
15,996
+5,715
+56% +$120K 0.11% 155
2015
Q3 		$208K Buy
10,281
+750
+8% +$16.4K 0.08% 178
2015
Q2 		$234K Buy
9,531
+979
+11% +$25.1K 0.09% 177
2015
Q1 		$208K Buy
+8,552
New +$208K 0.08% 183

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

SOL Capital Management's SCHE Position: Q1 2025 in Review

SOL Capital Management sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q1 2025, closing a stake of 8,257 shares — an estimated $220K sold.

SOL Capital Management first reported a position in SCHE in Q1 2015 and held it in 40 quarters. The position peaked at $850K in Q1 2019. 761 funds tracked by Wall St. Rank hold SCHE as of Q1 2025.

  • SOL Capital Management reported no remaining Schwab Emerging Markets Equity ETF position as of Q1 2025 after selling out during the quarter.
  • SOL Capital Management sold 8,257 Schwab Emerging Markets Equity ETF shares in Q1 2025, an estimated $220K.
  • SOL Capital Management first reported a position in Schwab Emerging Markets Equity ETF in Q1 2015 and held it in 40 quarters.
  • SOL Capital Management's Schwab Emerging Markets Equity ETF position peaked at $850K in Q1 2019.
  • 761 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2025.

Based on SOL Capital Management's 13F filing for Q1 2025, filed 23 Apr 2025.