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Aegis Wealth Management (Maryland)’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Aegis Wealth Management (Maryland)’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 		$743K Buy
20,497
+34
+0.2% +$1.21K 0.35% 66
2026
Q1 		$674K Sell
20,463
-206
-1% -$7.03K 0.39% 55
2025
Q4 		$677K Buy
20,669
+120
+0.6% +$4K 0.38% 53
2025
Q3 		$686K Buy
20,549
+155
+0.8% +$4.88K 0.37% 53
2025
Q2 		$562K Hold
20,394
– – 0.34% 54
2025
Q1 		$562K Buy
20,394
+309
+2% +$8.46K 0.33% 57
2024
Q4 		$535K Buy
+20,085
New +$567K 0.36% 47

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

Aegis Wealth Management (Maryland)'s SCHE Position: Q2 2026 in Review

Aegis Wealth Management (Maryland) increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 0.17% in Q2 2026, buying an estimated $1.21K and bringing the position to 20,497 shares worth $743K. The position accounts for 0.35% of the portfolio, ranked #66.

Aegis Wealth Management (Maryland) first reported a position in SCHE in Q4 2024 and has held it in 7 quarters since. 890 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

  • Aegis Wealth Management (Maryland) held 20,497 shares of Schwab Emerging Markets Equity ETF worth $743K as of Q2 2026.
  • Aegis Wealth Management (Maryland) bought 34 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $1.21K.
  • Schwab Emerging Markets Equity ETF made up 0.35% of Aegis Wealth Management (Maryland)'s portfolio in Q2 2026, its #66 holding.
  • Aegis Wealth Management (Maryland) first reported a position in Schwab Emerging Markets Equity ETF in Q4 2024 and has held it in 7 quarters since.
  • 890 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Aegis Wealth Management (Maryland)'s 13F filing for Q2 2026, filed 7 Aug 2026.