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Synergy Asset Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Synergy Asset 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
-728
Closed -$21.2K – 698
2024
Q4 		$21.2K Buy
+728
New +$20.6K ﹤0.01% 358

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HighTower Advisors
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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

Synergy Asset Management's SCHE Position: Q1 2025 in Review

Synergy Asset Management sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q1 2025, closing a stake of 728 shares — an estimated $21.2K sold.

Synergy Asset Management first reported a position in SCHE in Q4 2024 and held it in 1 quarter. The position peaked at $21.2K in Q4 2024. 761 funds tracked by Wall St. Rank hold SCHE as of Q1 2025.

  • Synergy Asset Management reported no remaining Schwab Emerging Markets Equity ETF position as of Q1 2025 after selling out during the quarter.
  • Synergy Asset Management sold 728 Schwab Emerging Markets Equity ETF shares in Q1 2025, an estimated $21.2K.
  • Synergy Asset Management first reported a position in Schwab Emerging Markets Equity ETF in Q4 2024 and held it in 1 quarter.
  • Synergy Asset Management's Schwab Emerging Markets Equity ETF position peaked at $21.2K in Q4 2024.
  • 761 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.