SFC
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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 $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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return