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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
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
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

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. 761 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.
  • 761 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.