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

Wayfinding Financial’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
Q2 		– Sell
-800
Closed -$22K – 597
2025
Q1 		$22K Buy
+800
New +$21.9K 0.01% 536

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Wayfinding Financial's SCHE Position: Q2 2025 in Review

Wayfinding Financial sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q2 2025, closing a stake of 800 shares — an estimated $22K sold.

Wayfinding Financial first reported a position in SCHE in Q1 2025 and held it in 1 quarter. The position peaked at $22K in Q1 2025. 770 funds tracked by Wall St. Rank hold SCHE as of Q2 2025.

  • Wayfinding Financial reported no remaining Schwab Emerging Markets Equity ETF position as of Q2 2025 after selling out during the quarter.
  • Wayfinding Financial sold 800 Schwab Emerging Markets Equity ETF shares in Q2 2025, an estimated $22K.
  • Wayfinding Financial first reported a position in Schwab Emerging Markets Equity ETF in Q1 2025 and held it in 1 quarter.
  • Wayfinding Financial's Schwab Emerging Markets Equity ETF position peaked at $22K in Q1 2025.
  • 770 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2025.

Based on Wayfinding Financial's 13F filing for Q2 2025, filed 12 Aug 2025.