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Von Berge Wealth Management Group’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Von Berge Wealth Management 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 		– Sell
-50,336
Closed -$1.56M – 35
2025
Q2 		$1.56M Buy
50,336
+160
+0.3% +$4.53K 0.88% 25
2025
Q1 		$1.38M Sell
50,176
-3,792
-7% -$104K 0.89% 23
2024
Q4 		$1.47M Buy
53,968
+1,069
+2% +$30.2K 0.89% 24
2024
Q3 		$1.51M Sell
52,899
-24,595
-32% -$666K 0.94% 24
2024
Q2 		$2.06M Buy
77,494
+3,577
+5% +$93.2K 1.31% 19
2024
Q1 		$1.87M Buy
73,917
+19,301
+35% +$474K 1.2% 21
2023
Q4 		$1.33M Sell
54,616
-46,632
-46% -$1.12M 1.02% 23
2023
Q3 		$2.42M Buy
101,248
+3,774
+4% +$93.5K 2.07% 17
2023
Q2 		$2.4M Sell
97,474
-304
-0.3% -$7.43K 1.99% 17
2023
Q1 		$2.41M Sell
97,778
-422
-0.4% -$10.5K 2.15% 16
2022
Q4 		$2.57M Buy
98,200
+14,926
+18% +$347K 2.32% 14
2022
Q3 		$1.87M Buy
83,274
+18,849
+29% +$466K 1.99% 18
2022
Q2 		$1.58M Buy
64,425
+8,662
+16% +$226K 1.64% 20
2022
Q1 		$1.53M Sell
55,763
-334
-0.6% -$9.67K 1.39% 19
2021
Q4 		$1.68M Buy
+56,097
New +$1.71M 1.55% 18

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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 $49.2B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Von Berge Wealth Management Group's SCHE Position: Q3 2025 in Review

Von Berge Wealth Management Group sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q3 2025, closing a stake of 50,336 shares — an estimated $1.56M sold.

Von Berge Wealth Management Group first reported a position in SCHE in Q4 2021 and held it in 15 quarters. The position peaked at $2.57M in Q4 2022. 784 funds tracked by Wall St. Rank hold SCHE as of Q3 2025.

  • Von Berge Wealth Management Group reported no remaining Schwab Emerging Markets Equity ETF position as of Q3 2025 after selling out during the quarter.
  • Von Berge Wealth Management Group sold 50,336 Schwab Emerging Markets Equity ETF shares in Q3 2025, an estimated $1.56M.
  • Von Berge Wealth Management Group first reported a position in Schwab Emerging Markets Equity ETF in Q4 2021 and held it in 15 quarters.
  • Von Berge Wealth Management Group's Schwab Emerging Markets Equity ETF position peaked at $2.57M in Q4 2022.
  • 784 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2025.

Based on Von Berge Wealth Management Group's 13F filing for Q3 2025.