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Wood Tarver Financial Group’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Wood Tarver Financial 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
-29
Closed – – 544
2025
Q2 		$0 Hold
29
– – ﹤0.01% 688
2025
Q1 		$800 Hold
29
– – ﹤0.01% 595
2024
Q4 		$0 Buy
+29
New +$819 ﹤0.01% 751

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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 $10B AUM 15.14% 1-Year Est. Return

Wood Tarver Financial Group's SCHE Position: Q3 2025 in Review

Wood Tarver Financial Group sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q3 2025, closing a stake of 29 shares.

Wood Tarver Financial Group first reported a position in SCHE in Q4 2024 and held it in 3 quarters. The position peaked at $800 in Q1 2025. 784 funds tracked by Wall St. Rank hold SCHE as of Q3 2025.

  • Wood Tarver Financial Group reported no remaining Schwab Emerging Markets Equity ETF position as of Q3 2025 after selling out during the quarter.
  • Wood Tarver Financial Group sold 29 Schwab Emerging Markets Equity ETF shares in Q3 2025.
  • Wood Tarver Financial Group first reported a position in Schwab Emerging Markets Equity ETF in Q4 2024 and held it in 3 quarters.
  • Wood Tarver Financial Group's Schwab Emerging Markets Equity ETF position peaked at $800 in Q1 2025.
  • 784 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2025.

Based on Wood Tarver Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.