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Wade Financial Advisory’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Wade Financial Advisory’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 		$420K Sell
15,234
-1,025
-6% -$28.1K 0.14% 53
2024
Q4 		$433K Buy
16,259
+2,770
+21% +$78.2K 0.15% 55
2024
Q3 		$394K Sell
13,489
-572
-4% -$15.5K 0.13% 59
2024
Q2 		$373K Sell
14,061
-1,387
-9% -$36.1K 0.13% 62
2024
Q1 		$390K Sell
15,448
-2,696
-15% -$66.2K 0.14% 60
2023
Q4 		$450K Sell
18,144
-2,802
-13% -$67.4K 0.17% 56
2023
Q3 		$501K Hold
20,946
– – 0.21% 49
2023
Q2 		$516K Sell
20,946
-10
-0% -$244 0.2% 52
2023
Q1 		$514K Hold
20,956
– – 0.22% 49
2022
Q4 		$496K Sell
20,956
-2,860
-12% -$66.6K 0.22% 53
2022
Q3 		$533K Sell
23,816
-218
-0.9% -$5.39K 0.27% 46
2022
Q2 		$610K Buy
24,034
+2,860
+14% +$74.7K 0.29% 46
2022
Q1 		$588K Buy
21,174
+312
+1% +$9.03K 0.25% 53
2021
Q4 		$618K Sell
20,862
-4
-0% -$122 0.32% 46
2021
Q3 		$636K Hold
20,866
– – 0.36% 43
2021
Q2 		$686K Hold
20,866
– – 0.38% 42
2021
Q1 		$663K Sell
20,866
-1,029
-5% -$33.5K 0.42% 39
2020
Q4 		$671K Sell
21,895
-298
-1% -$8.64K 0.45% 38
2020
Q3 		$594K Sell
22,193
-593
-3% -$15.8K 0.47% 39
2020
Q2 		$555K Buy
22,786
+1,234
+6% +$28K 0.48% 39
2020
Q1 		$446K Buy
21,552
+4,818
+29% +$121K 0.45% 39
2019
Q4 		$458K Buy
+16,734
New +$441K 0.4% 39

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

Wade Financial Advisory's SCHE Position: Q1 2025 in Review

Wade Financial Advisory reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 6.3% in Q1 2025, selling an estimated $28.1K and leaving 15,234 shares worth $420K. The position accounts for 0.14% of the portfolio, ranked #53.

Wade Financial Advisory first reported a position in SCHE in Q4 2019 and has held it in 22 quarters since. The position peaked at $686K in Q2 2021. 761 funds tracked by Wall St. Rank hold SCHE as of Q1 2025.

  • Wade Financial Advisory held 15,234 shares of Schwab Emerging Markets Equity ETF worth $420K as of Q1 2025.
  • Wade Financial Advisory sold 1,025 Schwab Emerging Markets Equity ETF shares in Q1 2025, an estimated $28.1K.
  • Schwab Emerging Markets Equity ETF made up 0.14% of Wade Financial Advisory's portfolio in Q1 2025, its #53 holding.
  • Wade Financial Advisory first reported a position in Schwab Emerging Markets Equity ETF in Q4 2019 and has held it in 22 quarters since.
  • Wade Financial Advisory's Schwab Emerging Markets Equity ETF position peaked at $686K in Q2 2021.
  • 761 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2025.

Based on Wade Financial Advisory's 13F filing for Q1 2025, filed 9 May 2025.