American Trust’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

American Trust’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	$318K	Buy	8,784 +232	+3%	+$8.28K	0.02%	236
2026 Q1	$282K	Buy	8,552 +1,141	+15%	+$39K	0.02%	235
2025 Q4	$243K	Buy	7,411 +1,248	+20%	+$41.6K	0.02%	275
2025 Q3	$206K	Buy	+6,163	New	+$194K	0.02%	313
2025 Q1	–	Sell	-8,437	Closed	-$225K	–	260
2024 Q4	$225K	Buy	+8,437	New	+$238K	0.02%	282
2023 Q3	–	Sell	-228,881	Closed	-$5.64M	–	390
2023 Q2	$5.64M	Buy	228,881 +96	+0%	+$2.35K	0.39%	47
2023 Q1	$5.57M	Sell	228,785 -21,027	-8%	-$521K	0.39%	48
2022 Q4	$5.91M	Buy	249,812 +36,801	+17%	+$857K	0.55%	37
2022 Q3	$4.77M	Sell	213,011 -5,550	-3%	-$137K	0.4%	48
2022 Q2	$15.7M	Buy	218,561 +47,697	+28%	+$1.25M	1.25%	16
2022 Q1	$4.75M	Buy	+170,864	New	+$4.95M	0.32%	63

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

American Trust's SCHE Position: Q2 2026 in Review

American Trust increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 2.7% in Q2 2026, buying an estimated $8.28K and bringing the position to 8,784 shares worth $318K. The position accounts for 0.02% of the portfolio, ranked #236.

American Trust first reported a position in SCHE in Q1 2022 and has held it in 11 quarters since. The position peaked at $15.7M in Q2 2022. 896 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

American Trust held 8,784 shares of Schwab Emerging Markets Equity ETF worth $318K as of Q2 2026.
American Trust bought 232 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $8.28K.
Schwab Emerging Markets Equity ETF made up 0.02% of American Trust's portfolio in Q2 2026, its #236 holding.
American Trust first reported a position in Schwab Emerging Markets Equity ETF in Q1 2022 and has held it in 11 quarters since.
American Trust's Schwab Emerging Markets Equity ETF position peaked at $15.7M in Q2 2022.
896 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on American Trust's 13F filing for Q2 2026, filed 14 Aug 2026.