AIM
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Advyzon Investment Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Advyzon Investment Management’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 		$576K Sell
15,896
-3,197
-17% -$114K 0.04% 428
2026
Q1 		$629K Buy
19,093
+3,653
+24% +$125K 0.06% 330
2025
Q4 		$506K Buy
15,440
+6,839
+80% +$228K 0.06% 321
2025
Q3 		$287K Buy
+8,601
New +$271K 0.05% 338

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

Advyzon Investment Management's SCHE Position: Q2 2026 in Review

Advyzon Investment Management reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 17% in Q2 2026, selling an estimated $114K and leaving 15,896 shares worth $576K. The position accounts for 0.04% of the portfolio, ranked #428.

Advyzon Investment Management first reported a position in SCHE in Q3 2025 and has held it in 4 quarters since. The position peaked at $629K in Q1 2026. 892 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

  • Advyzon Investment Management held 15,896 shares of Schwab Emerging Markets Equity ETF worth $576K as of Q2 2026.
  • Advyzon Investment Management sold 3,197 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $114K.
  • Schwab Emerging Markets Equity ETF made up 0.04% of Advyzon Investment Management's portfolio in Q2 2026, its #428 holding.
  • Advyzon Investment Management first reported a position in Schwab Emerging Markets Equity ETF in Q3 2025 and has held it in 4 quarters since.
  • Advyzon Investment Management's Schwab Emerging Markets Equity ETF position peaked at $629K in Q1 2026.
  • 892 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.