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

Steele 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
2026 Q1	$9.63M	Sell	292,361 -1,647	-0.6%	-$56.2K	0.4%	41
2025 Q4	$9.63M	Sell	294,008 -3,231	-1%	-$108K	0.41%	40
2025 Q3	$9.92M	Sell	297,239 -39,284	-12%	-$1.24M	0.44%	38
2025 Q2	$10.1M	Sell	336,523 -2,121	-0.6%	-$60.1K	0.49%	38
2025 Q1	$9.34M	Sell	338,644 -1,904	-0.6%	-$52.1K	0.49%	37
2024 Q4	$9.07M	Sell	340,548 -501	-0.1%	-$14.1K	0.47%	37
2024 Q3	$9.95M	Sell	341,049 -5,380	-2%	-$146K	0.52%	35
2024 Q2	$9.21M	Sell	346,429 -2,281	-0.7%	-$59.5K	0.51%	34
2024 Q1	$8.8M	Sell	348,710 -13,567	-4%	-$333K	0.51%	37
2023 Q4	$8.98M	Buy	+362,277	New	+$8.71M	0.58%	34

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

Rakuten Investment Management Tokyo, Japan $49.2B AUM

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Northwestern Mutual Wealth Management

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

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

Rebalance Palo Alto, California $1.72B AUM 13.51% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return