Venture Visionary Partners’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Venture Visionary Partners’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
2026 Q3	$205K	Sell	5,623 -697	-11%	-$25.5K	0.01%	659
2026 Q2	$229K	Buy	6,320 +7	+0.1%	+$250	0.01%	640
2026 Q1	$208K	Sell	6,313 -161	-2%	-$5.5K	0.01%	588
2025 Q4	$212K	Sell	6,474 -130	-2%	-$4.33K	0.01%	592
2025 Q3	$220K	Buy	+6,604	New	+$208K	0.01%	575
2022 Q3	–	Sell	-8,384	Closed	-$213K	–	1335
2022 Q2	$213K	Buy	8,384 +21	+0.3%	+$549	0.02%	434
2022 Q1	$232K	Sell	8,363 -152	-2%	-$4.4K	0.02%	455
2021 Q4	$252K	Sell	8,515 -3,242	-28%	-$99.1K	0.02%	451
2021 Q3	$358K	Sell	11,757 -190	-2%	-$5.94K	0.03%	366
2021 Q2	$392K	Sell	11,947 -88	-0.7%	-$2.85K	0.03%	346
2021 Q1	$382K	Sell	12,035 -4,264	-26%	-$139K	0.03%	338
2020 Q4	$499K	Buy	+16,299	New	+$473K	0.05%	236

Other funds holding SCHE

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

RBWA

RFG - Bristol Wealth Advisors Taunton, Massachusetts $420M AUM 17.18% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

BCM

Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

Prota Financial Houston, Texas $157M AUM 12.51% 1-Year Est. Return

MAM

Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return

ZRP

Zynergy Retirement Planning Red Bank, New Jersey $187M AUM 7.78% 1-Year Est. Return

Venture Visionary Partners's SCHE Position: Q3 2026 in Review

Venture Visionary Partners reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 11% in Q3 2026, selling an estimated $25.5K and leaving 5,623 shares worth $205K. The position accounts for 0.01% of the portfolio, ranked #659.

Venture Visionary Partners first reported a position in SCHE in Q4 2020 and has held it in 12 quarters since. The position peaked at $499K in Q4 2020. 58 funds tracked by Wall St. Rank hold SCHE as of Q3 2026.

Venture Visionary Partners held 5,623 shares of Schwab Emerging Markets Equity ETF worth $205K as of Q3 2026.
Venture Visionary Partners sold 697 Schwab Emerging Markets Equity ETF shares in Q3 2026, an estimated $25.5K.
Schwab Emerging Markets Equity ETF made up 0.01% of Venture Visionary Partners's portfolio in Q3 2026, its #659 holding.
Venture Visionary Partners first reported a position in Schwab Emerging Markets Equity ETF in Q4 2020 and has held it in 12 quarters since.
Venture Visionary Partners's Schwab Emerging Markets Equity ETF position peaked at $499K in Q4 2020.
58 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2026.

Based on Venture Visionary Partners's 13F filing for Q3 2026, filed 7 Oct 2026.