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

Van Hulzen 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	-6	Closed	-$160	–	939
2024 Q4	$160	Buy	+6	New	+$169	﹤0.01%	1138
2020 Q1	–	Sell	-14,270	Closed	-$391K	–	294
2019 Q4	$391K	Buy	14,270 +1,857	+15%	+$48.9K	0.08%	184
2019 Q3	$312K	Sell	12,413 -392	-3%	-$9.97K	0.07%	201
2019 Q2	$336K	Sell	12,805 -124	-1%	-$3.21K	0.07%	186
2019 Q1	$336K	Sell	12,929 -10,301	-44%	-$261K	0.09%	158
2018 Q4	$547K	Buy	+23,230	New	+$563K	0.16%	101

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

Van Hulzen Asset Management's SCHE Position: Q1 2025 in Review

Van Hulzen Asset Management sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q1 2025, closing a stake of 6 shares — an estimated $160 sold.

Van Hulzen Asset Management first reported a position in SCHE in Q4 2018 and held it in 6 quarters. The position peaked at $547K in Q4 2018. 761 funds tracked by Wall St. Rank hold SCHE as of Q1 2025.

Van Hulzen Asset Management reported no remaining Schwab Emerging Markets Equity ETF position as of Q1 2025 after selling out during the quarter.
Van Hulzen Asset Management sold 6 Schwab Emerging Markets Equity ETF shares in Q1 2025, an estimated $160.
Van Hulzen Asset Management first reported a position in Schwab Emerging Markets Equity ETF in Q4 2018 and held it in 6 quarters.
Van Hulzen Asset Management's Schwab Emerging Markets Equity ETF position peaked at $547K in Q4 2018.
761 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2025.

Based on Van Hulzen Asset Management's 13F filing for Q1 2025, filed 14 May 2025.