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Vishria Bird Financial Group’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Vishria Bird Financial Group’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 		$367K Hold
11,007
– – 0.07% 80
2025
Q2 		$332K Hold
11,007
– – 0.11% 77
2025
Q1 		$303K Hold
11,007
– – 0.1% 72
2024
Q4 		$293K Sell
11,007
-1,370
-11% -$38.7K 0.1% 70
2024
Q3 		$361K Buy
+12,377
New +$335K 0.14% 63

Other funds holding SCHE

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
US Bancorp
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Vishria Bird Financial Group's SCHE Position: Q3 2025 in Review

Vishria Bird Financial Group held its Schwab Emerging Markets Equity ETF (SCHE) position steady in Q3 2025 at 11,007 shares worth $367K. The position accounts for 0.07% of the portfolio, ranked #80.

Vishria Bird Financial Group first reported a position in SCHE in Q3 2024 and has held it in 5 quarters since. 784 funds tracked by Wall St. Rank hold SCHE as of Q3 2025.

  • Vishria Bird Financial Group held 11,007 shares of Schwab Emerging Markets Equity ETF worth $367K as of Q3 2025.
  • Vishria Bird Financial Group left its Schwab Emerging Markets Equity ETF share count unchanged in Q3 2025.
  • Schwab Emerging Markets Equity ETF made up 0.07% of Vishria Bird Financial Group's portfolio in Q3 2025, its #80 holding.
  • Vishria Bird Financial Group first reported a position in Schwab Emerging Markets Equity ETF in Q3 2024 and has held it in 5 quarters since.
  • 784 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2025.

Based on Vishria Bird Financial Group's 13F filing for Q3 2025, filed 21 Oct 2025.