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Windsor Advisory Group’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Windsor Advisory 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
Q1 		– Sell
-2,112
Closed -$56.2K – 68
2024
Q4 		$56.2K Buy
2,112
+1,753
+488% +$49.5K 0.07% 67
2024
Q3 		$10.5K Hold
359
– – 0.01% 80
2024
Q2 		$9.54K Hold
359
– – 0.02% 50
2024
Q1 		$9.06K Sell
359
-19
-5% -$467 0.03% 46
2023
Q4 		$9.37K Buy
378
+19
+5% +$457 0.03% 55
2023
Q3 		$8.59K Hold
359
– – 0.02% 58
2023
Q2 		$8.84K Sell
359
-234
-39% -$5.72K 0.02% 55
2023
Q1 		$14.5K Buy
+593
New +$14.7K 0.03% 60

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

Windsor Advisory Group's SCHE Position: Q1 2025 in Review

Windsor Advisory Group sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q1 2025, closing a stake of 2,112 shares — an estimated $56.2K sold.

Windsor Advisory Group first reported a position in SCHE in Q1 2023 and held it in 8 quarters. The position peaked at $56.2K in Q4 2024. 761 funds tracked by Wall St. Rank hold SCHE as of Q1 2025.

  • Windsor Advisory Group reported no remaining Schwab Emerging Markets Equity ETF position as of Q1 2025 after selling out during the quarter.
  • Windsor Advisory Group sold 2,112 Schwab Emerging Markets Equity ETF shares in Q1 2025, an estimated $56.2K.
  • Windsor Advisory Group first reported a position in Schwab Emerging Markets Equity ETF in Q1 2023 and held it in 8 quarters.
  • Windsor Advisory Group's Schwab Emerging Markets Equity ETF position peaked at $56.2K in Q4 2024.
  • 761 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2025.

Based on Windsor Advisory Group's 13F filing for Q1 2025, filed 15 May 2025.