AO
SCHE icon

Advisor OS’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Advisor OS’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
2026
Q2 		$217K Sell
5,972
-987
-14% -$35.2K 0.01% 543
2026
Q1 		$229K Buy
6,959
+205
+3% +$7K 0.02% 501
2025
Q4 		$221K Buy
6,754
+229
+4% +$7.64K 0.02% 447
2025
Q3 		$218K Sell
6,525
-3,486
-35% -$110K 0.02% 436
2025
Q2 		$302K Buy
+10,011
New +$283K 0.03% 353

Other funds holding SCHE

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Advisor OS's SCHE Position: Q2 2026 in Review

Advisor OS reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 14% in Q2 2026, selling an estimated $35.2K and leaving 5,972 shares worth $217K. The position accounts for 0.01% of the portfolio, ranked #543.

Advisor OS first reported a position in SCHE in Q2 2025 and has held it in 5 quarters since. The position peaked at $302K in Q2 2025. 892 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

  • Advisor OS held 5,972 shares of Schwab Emerging Markets Equity ETF worth $217K as of Q2 2026.
  • Advisor OS sold 987 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $35.2K.
  • Schwab Emerging Markets Equity ETF made up 0.01% of Advisor OS's portfolio in Q2 2026, its #543 holding.
  • Advisor OS first reported a position in Schwab Emerging Markets Equity ETF in Q2 2025 and has held it in 5 quarters since.
  • Advisor OS's Schwab Emerging Markets Equity ETF position peaked at $302K in Q2 2025.
  • 892 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.