Total Investment Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Total Investment 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 Q3	–	Sell	-139	Closed	-$4.19K	–	697
2025 Q2	$4.19K	Buy	+139	New	+$3.94K	﹤0.01%	454
2021 Q2	–	Sell	-925,679	Closed	-$19.2M	–	72
2021 Q1	$19.2M	Buy	+925,679	New	+$30.1M	5.4%	9
2020 Q2	–	Sell	-925,679	Closed	-$19.2M	–	56
2020 Q1	$19.2M	Sell	925,679 -973,080	-51%	-$24.3M	5.4%	9
2019 Q4	$52M	Buy	+1,898,759	New	+$50M	9.93%	6
2019 Q3	–	Sell	-15,330	Closed	-$375K	–	56
2019 Q2	$375K	Sell	15,330 -1,769,218	-99%	-$45.8M	0.09%	33
2019 Q1	$44.4M	Buy	1,784,548 +872,625	+96%	+$22.1M	10.68%	5
2018 Q4	$23.4M	Buy	+911,923	New	+$22.1M	7.41%	6

Other funds holding SCHE

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

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

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

Total Investment Management's SCHE Position: Q3 2025 in Review

Total Investment Management sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q3 2025, closing a stake of 139 shares — an estimated $4.19K sold.

Total Investment Management first reported a position in SCHE in Q4 2018 and held it in 7 quarters. The position peaked at $52M in Q4 2019. 784 funds tracked by Wall St. Rank hold SCHE as of Q3 2025.

Total Investment Management reported no remaining Schwab Emerging Markets Equity ETF position as of Q3 2025 after selling out during the quarter.
Total Investment Management sold 139 Schwab Emerging Markets Equity ETF shares in Q3 2025, an estimated $4.19K.
Total Investment Management first reported a position in Schwab Emerging Markets Equity ETF in Q4 2018 and held it in 7 quarters.
Total Investment Management's Schwab Emerging Markets Equity ETF position peaked at $52M in Q4 2019.
784 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2025.

Based on Total Investment Management's 13F filing for Q3 2025, filed 13 Nov 2025.