Arbor Trust Wealth Advisors’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Arbor Trust Wealth Advisors’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	$256K	Sell	7,066 -3,535	-33%	-$126K	0.1%	86
2026 Q1	$349K	Buy	10,601 +70	+0.7%	+$2.39K	0.15%	72
2025 Q4	$345K	Buy	10,531 +1,272	+14%	+$42.4K	0.15%	69
2025 Q3	$309K	Hold	9,259	–	–	0.14%	73
2025 Q2	$279K	Sell	9,259 -4,499	-33%	-$127K	0.14%	76
2025 Q1	$379K	Sell	13,758 -1,110	-7%	-$30.4K	0.18%	69
2024 Q4	$396K	Sell	14,868 -1,025	-6%	-$28.9K	0.19%	70
2024 Q3	$423K	Hold	15,893	–	–	0.22%	68
2024 Q2	$423K	Sell	15,893 -3,730	-19%	-$97.2K	0.22%	68
2024 Q1	$501K	Sell	19,623 -25,107	-56%	-$617K	0.28%	64
2023 Q4	$1.11M	Sell	44,730 -40,649	-48%	-$977K	0.66%	38
2023 Q3	$2.04M	Buy	85,379 +5,075	+6%	+$126K	1.35%	26
2023 Q2	$1.98M	Buy	80,304 +1,771	+2%	+$43.3K	1.26%	28
2023 Q1	$1.93M	Buy	78,533 +464	+0.6%	+$11.5K	1.27%	28
2022 Q4	$1.85M	Sell	78,069 -3,485	-4%	-$81.1K	1.28%	28
2022 Q3	$1.83M	Sell	81,554 -8,034	-9%	-$199K	1.39%	24
2022 Q2	$2.27M	Sell	89,588 -17,150	-16%	-$448K	1.59%	21
2022 Q1	$2.96M	Buy	106,738 +1,360	+1%	+$39.4K	1.78%	17
2021 Q4	$3.12M	Buy	105,378 +2,130	+2%	+$65.1K	1.8%	18
2021 Q3	$3.15M	Buy	103,248 +2,015	+2%	+$63K	1.97%	16
2021 Q2	$3.33M	Buy	101,233 +1,936	+2%	+$62.8K	2.09%	14
2021 Q1	$3.17M	Buy	99,297 +17,187	+21%	+$560K	2.12%	14
2020 Q4	$2.52M	Buy	82,110 +165	+0.2%	+$4.78K	1.83%	17
2020 Q3	$2.19M	Buy	81,945 +3,133	+4%	+$83.7K	1.9%	15
2020 Q2	$1.92M	Buy	78,812 +1,975	+3%	+$44.9K	1.73%	18
2020 Q1	$1.59M	Sell	76,837 -1,178	-2%	-$29.5K	1.68%	18
2019 Q4	$2.13M	Buy	+78,015	New	+$2.06M	1.83%	19

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

Arbor Trust Wealth Advisors's SCHE Position: Q2 2026 in Review

Arbor Trust Wealth Advisors reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 33% in Q2 2026, selling an estimated $126K and leaving 7,066 shares worth $256K. The position accounts for 0.1% of the portfolio, ranked #86.

Arbor Trust Wealth Advisors first reported a position in SCHE in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.33M in Q2 2021. 896 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

Arbor Trust Wealth Advisors held 7,066 shares of Schwab Emerging Markets Equity ETF worth $256K as of Q2 2026.
Arbor Trust Wealth Advisors sold 3,535 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $126K.
Schwab Emerging Markets Equity ETF made up 0.1% of Arbor Trust Wealth Advisors's portfolio in Q2 2026, its #86 holding.
Arbor Trust Wealth Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q4 2019 and has held it in 27 quarters since.
Arbor Trust Wealth Advisors's Schwab Emerging Markets Equity ETF position peaked at $3.33M in Q2 2021.
896 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Arbor Trust Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.