AE Wealth Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

AE Wealth 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	$426K	Buy	11,753 +2,054	+21%	+$73.3K	﹤0.01%	1305
2026 Q1	$320K	Buy	9,699 +719	+8%	+$24.5K	﹤0.01%	1341
2025 Q4	$294K	Buy	8,980 +402	+5%	+$13.4K	﹤0.01%	1321
2025 Q3	$286K	Buy	8,578 +2,183	+34%	+$68.8K	﹤0.01%	1200
2025 Q2	$193K	Sell	6,395 -598	-9%	-$16.9K	﹤0.01%	1320
2025 Q1	$193K	Sell	6,993 -2,109	-23%	-$57.7K	﹤0.01%	1290
2024 Q4	$242K	Sell	9,102 -690	-7%	-$19.5K	﹤0.01%	1189
2024 Q3	$286K	Buy	9,792 +1,804	+23%	+$48.8K	﹤0.01%	1046
2024 Q2	$212K	Buy	+7,988	New	+$208K	﹤0.01%	1146
2024 Q1	–	Sell	-16,005	Closed	-$387K	–	1826
2023 Q4	$387K	Buy	16,005 +2,144	+15%	+$51.6K	﹤0.01%	1583
2023 Q3	$332K	Sell	13,861 -6,630	-32%	-$164K	﹤0.01%	1571
2023 Q2	$505K	Sell	20,491 -109,036	-84%	-$2.66M	﹤0.01%	1394
2023 Q1	$3.18M	Buy	129,527 +114,092	+739%	+$2.83M	0.02%	642
2022 Q4	$365K	Sell	15,435 -4,843	-24%	-$113K	﹤0.01%	1421
2022 Q3	$454K	Buy	20,278 +436	+2%	+$10.8K	﹤0.01%	1308
2022 Q2	$504K	Sell	19,842 -3,271	-14%	-$85.5K	﹤0.01%	1202
2022 Q1	$642K	Buy	23,113 +3,268	+16%	+$94.6K	﹤0.01%	1103
2021 Q4	$588K	Sell	19,845 -19,652	-50%	-$600K	﹤0.01%	1187
2021 Q3	$1.2M	Buy	39,497 +28,978	+275%	+$905K	0.01%	815
2021 Q2	$346K	Buy	10,519 +1,574	+18%	+$51.1K	﹤0.01%	1288
2021 Q1	$284K	Sell	8,945 -37,539	-81%	-$1.22M	﹤0.01%	1274
2020 Q4	$1.43M	Sell	46,484 -1,017	-2%	-$29.5K	0.02%	594
2020 Q3	$1.27M	Sell	47,501 -16	-0%	-$427	0.02%	562
2020 Q2	$1.16M	Sell	47,517 -1,250	-3%	-$28.4K	0.02%	576
2020 Q1	$1.01M	Buy	48,767 +1,011	+2%	+$25.3K	0.02%	484
2019 Q4	$1.31M	Buy	47,756 +1,613	+3%	+$42.5K	0.03%	471
2019 Q3	$1.16M	Buy	46,143 +21,082	+84%	+$536K	0.03%	410
2019 Q2	$658K	Buy	+25,061	New	+$649K	0.02%	515

Other funds holding SCHE

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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 Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AE Wealth Management's SCHE Position: Q2 2026 in Review

AE Wealth Management increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 21% in Q2 2026, buying an estimated $73.3K and bringing the position to 11,753 shares worth $426K. The position accounts for ﹤0.01% of the portfolio, ranked #1305.

AE Wealth Management first reported a position in SCHE in Q2 2019 and has held it in 28 quarters since. The position peaked at $3.18M in Q1 2023. 899 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

AE Wealth Management held 11,753 shares of Schwab Emerging Markets Equity ETF worth $426K as of Q2 2026.
AE Wealth Management bought 2,054 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $73.3K.
Schwab Emerging Markets Equity ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1305 holding.
AE Wealth Management first reported a position in Schwab Emerging Markets Equity ETF in Q2 2019 and has held it in 28 quarters since.
AE Wealth Management's Schwab Emerging Markets Equity ETF position peaked at $3.18M in Q1 2023.
899 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.