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Waterfront Wealth’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Waterfront Wealth’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
Q4 		– Sell
-6,063
Closed -$203K – 279
2025
Q3 		$203K Buy
+6,063
New +$191K 0.04% 261
2024
Q4 		– Sell
-8,265
Closed -$238K – 263
2024
Q3 		$238K Hold
8,265
– – 0.06% 236
2024
Q2 		$220K Sell
8,265
-256
-3% -$6.67K 0.06% 230
2024
Q1 		$218K Sell
8,521
-1,271
-13% -$31.2K 0.06% 231
2023
Q4 		$243K Sell
9,792
-4,367
-31% -$105K 0.07% 226
2023
Q3 		$327K Sell
14,159
-1,134
-7% -$28.1K 0.11% 187
2023
Q2 		$391K Sell
15,293
-783
-5% -$19.1K 0.12% 180
2023
Q1 		$394K Sell
16,076
-16
-0.1% -$396 0.13% 175
2022
Q4 		$422K Sell
16,092
-469
-3% -$10.9K 0.14% 172
2022
Q3 		$365K Buy
16,561
+66
+0.4% +$1.63K 0.14% 174
2022
Q2 		$419K Buy
16,495
+701
+4% +$18.3K 0.17% 160
2022
Q1 		$441K Buy
15,794
+2,296
+17% +$66.5K 0.16% 145
2021
Q4 		$400K Buy
13,498
+266
+2% +$8.13K 0.16% 132
2021
Q3 		$403K Buy
13,232
+207
+2% +$6.47K 0.19% 110
2021
Q2 		$428K Hold
13,025
– – 0.2% 107
2021
Q1 		$417K Buy
13,025
+77
+0.6% +$2.51K 0.21% 107
2020
Q4 		$397K Buy
+12,948
New +$375K 0.28% 84

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Waterfront Wealth's SCHE Position: Q4 2025 in Review

Waterfront Wealth sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q4 2025, closing a stake of 6,063 shares — an estimated $203K sold.

Waterfront Wealth first reported a position in SCHE in Q4 2020 and held it in 17 quarters. The position peaked at $441K in Q1 2022. 833 funds tracked by Wall St. Rank hold SCHE as of Q4 2025.

  • Waterfront Wealth reported no remaining Schwab Emerging Markets Equity ETF position as of Q4 2025 after selling out during the quarter.
  • Waterfront Wealth sold 6,063 Schwab Emerging Markets Equity ETF shares in Q4 2025, an estimated $203K.
  • Waterfront Wealth first reported a position in Schwab Emerging Markets Equity ETF in Q4 2020 and held it in 17 quarters.
  • Waterfront Wealth's Schwab Emerging Markets Equity ETF position peaked at $441K in Q1 2022.
  • 833 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q4 2025.

Based on Waterfront Wealth's 13F filing for Q4 2025, filed 27 Jan 2026.