AC
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AlphaCore Capital’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

AlphaCore Capital’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 		$9.89M Sell
272,774
-11,880
-4% -$424K 0.18% 110
2026
Q1 		$9.38M Sell
284,654
-26,199
-8% -$894K 0.22% 90
2025
Q4 		$10.2M Sell
310,853
-17,738
-5% -$591K 0.23% 93
2025
Q3 		$11M Sell
328,591
-678
-0.2% -$21.4K 0.37% 58
2025
Q2 		$9.92M Buy
329,269
+328,809
+71,480% +$9.31M 0.38% 59
2025
Q1 		$12.7K Buy
+460
New +$12.6K ﹤0.01% 679
2024
Q1 		– Sell
-168
Closed -$4.17K – 335
2023
Q4 		$4.17K Sell
168
-104
-38% -$2.5K ﹤0.01% 358
2023
Q3 		$6.51K Buy
272
+80
+42% +$1.98K ﹤0.01% 339
2023
Q2 		$4.73K Buy
192
+24
+14% +$586 ﹤0.01% 320
2023
Q1 		$4.12K Hold
168
– – ﹤0.01% 220
2022
Q4 		$3.98K Hold
168
– – ﹤0.01% 156
2022
Q3 		$4K Sell
168
-12,619
-99% -$312K ﹤0.01% 131
2022
Q2 		$325K Buy
12,787
+542
+4% +$14.2K 0.15% 51
2022
Q1 		$340K Buy
12,245
+744
+6% +$21.5K 0.13% 53
2021
Q4 		$341K Buy
11,501
+649
+6% +$19.8K 0.15% 33
2021
Q3 		$331K Sell
10,852
-2,708
-20% -$84.6K 0.17% 40
2021
Q2 		$446K Buy
13,560
+1,274
+10% +$41.3K 0.24% 22
2021
Q1 		$390K Buy
+12,286
New +$400K 0.26% 16
2020
Q3 		– Sell
-27
Closed -$1K – 71
2020
Q2 		$1K Sell
27
-25
-48% -$568 ﹤0.01% 69
2020
Q1 		$1K Sell
52
-19
-27% -$475 ﹤0.01% 327
2019
Q4 		$2K Buy
+71
New +$1.87K ﹤0.01% 125

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 $104B AUM 28.3% 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

AlphaCore Capital's SCHE Position: Q2 2026 in Review

AlphaCore Capital reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 4.2% in Q2 2026, selling an estimated $424K and leaving 272,774 shares worth $9.89M. The position accounts for 0.18% of the portfolio, ranked #110.

AlphaCore Capital first reported a position in SCHE in Q4 2019 and has held it in 21 quarters since. The position peaked at $11M in Q3 2025. 895 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

  • AlphaCore Capital held 272,774 shares of Schwab Emerging Markets Equity ETF worth $9.89M as of Q2 2026.
  • AlphaCore Capital sold 11,880 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $424K.
  • Schwab Emerging Markets Equity ETF made up 0.18% of AlphaCore Capital's portfolio in Q2 2026, its #110 holding.
  • AlphaCore Capital first reported a position in Schwab Emerging Markets Equity ETF in Q4 2019 and has held it in 21 quarters since.
  • AlphaCore Capital's Schwab Emerging Markets Equity ETF position peaked at $11M in Q3 2025.
  • 895 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.