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Strategic Financial Concepts’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Strategic Financial Concepts’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
Q3 		– Sell
-13,739
Closed -$414K – 308
2025
Q2 		$414K Sell
13,739
-249
-2% -$7.05K 0.06% 161
2025
Q1 		$386K Buy
13,988
+756
+6% +$20.7K 0.07% 205
2024
Q4 		$352K Sell
13,232
-766
-5% -$21.6K 0.07% 214
2024
Q3 		$408K Sell
13,998
-349,885
-96% -$9.47M 0.13% 144
2024
Q2 		$13.8K Buy
363,883
+352,976
+3,236% +$9.2M 0.01% 380
2024
Q1 		$275K Buy
+10,907
New +$268K 0.07% 237

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
SAG
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Strategic Financial Concepts's SCHE Position: Q3 2025 in Review

Strategic Financial Concepts sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q3 2025, closing a stake of 13,739 shares — an estimated $414K sold.

Strategic Financial Concepts first reported a position in SCHE in Q1 2024 and held it in 6 quarters. The position peaked at $414K in Q2 2025. 785 funds tracked by Wall St. Rank hold SCHE as of Q3 2025.

  • Strategic Financial Concepts reported no remaining Schwab Emerging Markets Equity ETF position as of Q3 2025 after selling out during the quarter.
  • Strategic Financial Concepts sold 13,739 Schwab Emerging Markets Equity ETF shares in Q3 2025, an estimated $414K.
  • Strategic Financial Concepts first reported a position in Schwab Emerging Markets Equity ETF in Q1 2024 and held it in 6 quarters.
  • Strategic Financial Concepts's Schwab Emerging Markets Equity ETF position peaked at $414K in Q2 2025.
  • 785 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2025.

Based on Strategic Financial Concepts's 13F filing for Q3 2025, filed 13 Nov 2025.