Truvestments Capital’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Truvestments Capital’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	-131	Closed	-$3.49K	–	1135
2024 Q4	$3.49K	Hold	131	–	–	﹤0.01%	751
2024 Q3	$3.82K	Buy	+131	New	+$3.55K	﹤0.01%	717
2021 Q3	–	Sell	-417	Closed	-$14K	–	646
2021 Q2	$14K	Buy	417 +3	+0.7%	+$97	0.01%	357
2021 Q1	$13K	Hold	414	–	–	0.01%	413
2020 Q4	$12K	Buy	+414	New	+$12K	0.01%	418
2020 Q3	–	Sell	-407	Closed	-$9K	–	503
2020 Q2	$9K	Sell	407 -1,339	-77%	-$30.4K	0.01%	391
2020 Q1	$36K	Buy	+1,746	New	+$43.7K	0.05%	205

Other funds holding SCHE

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Truvestments Capital's SCHE Position: Q1 2025 in Review

Truvestments Capital sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q1 2025, closing a stake of 131 shares — an estimated $3.49K sold.

Truvestments Capital first reported a position in SCHE in Q1 2020 and held it in 7 quarters. The position peaked at $36K in Q1 2020. 762 funds tracked by Wall St. Rank hold SCHE as of Q1 2025.

Truvestments Capital reported no remaining Schwab Emerging Markets Equity ETF position as of Q1 2025 after selling out during the quarter.
Truvestments Capital sold 131 Schwab Emerging Markets Equity ETF shares in Q1 2025, an estimated $3.49K.
Truvestments Capital first reported a position in Schwab Emerging Markets Equity ETF in Q1 2020 and held it in 7 quarters.
Truvestments Capital's Schwab Emerging Markets Equity ETF position peaked at $36K in Q1 2020.
762 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2025.

Based on Truvestments Capital's 13F filing for Q1 2025, filed 14 May 2025.