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Stephens Consulting’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Stephens Consulting’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
2024
Q4 		– Sell
-19
Closed -$555 – 538
2024
Q3 		$555 Hold
19
– – ﹤0.01% 495
2024
Q2 		$505 Hold
19
– – ﹤0.01% 626
2024
Q1 		$480 Hold
19
– – ﹤0.01% 457
2023
Q4 		$472 Buy
+19
New +$457 ﹤0.01% 468
2022
Q4 		– Sell
-503
Closed -$11.3K – 545
2022
Q3 		$11.3K Buy
+503
New +$12.4K 0.01% 317

Other funds holding SCHE

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Stephens Consulting's SCHE Position: Q4 2024 in Review

Stephens Consulting sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q4 2024, closing a stake of 19 shares — an estimated $555 sold.

Stephens Consulting first reported a position in SCHE in Q3 2022 and held it in 5 quarters. The position peaked at $11.3K in Q3 2022. 758 funds tracked by Wall St. Rank hold SCHE as of Q4 2024.

  • Stephens Consulting reported no remaining Schwab Emerging Markets Equity ETF position as of Q4 2024 after selling out during the quarter.
  • Stephens Consulting sold 19 Schwab Emerging Markets Equity ETF shares in Q4 2024, an estimated $555.
  • Stephens Consulting first reported a position in Schwab Emerging Markets Equity ETF in Q3 2022 and held it in 5 quarters.
  • Stephens Consulting's Schwab Emerging Markets Equity ETF position peaked at $11.3K in Q3 2022.
  • 758 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q4 2024.

Based on Stephens Consulting's 13F filing for Q4 2024, filed 27 Jan 2025.