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

Arlington 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	$25.3K	Sell	698 -4,077	-85%	-$146K	﹤0.01%	362
2026 Q1	$157K	Sell	4,775 -4,286	-47%	-$146K	0.01%	121
2025 Q4	$297K	Sell	9,061 -3,000	-25%	-$100K	0.03%	70
2025 Q3	$402K	Hold	12,061	–	–	0.07%	115
2025 Q2	$364K	Hold	12,061	–	–	0.07%	122
2025 Q1	$333K	Hold	12,061	–	–	0.07%	127
2024 Q4	$321K	Hold	12,061	–	–	0.07%	128
2024 Q3	$352K	Hold	12,061	–	–	0.08%	115
2024 Q2	$320K	Buy	12,061 +3,000	+33%	+$78.2K	0.08%	116
2024 Q1	$229K	Hold	9,061	–	–	0.06%	128
2023 Q4	$225K	Buy	+9,061	New	+$218K	0.06%	128

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 $103B AUM 28.65% 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

Arlington Trust's SCHE Position: Q2 2026 in Review

Arlington Trust reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 85% in Q2 2026, selling an estimated $146K and leaving 698 shares worth $25.3K. The position accounts for ﹤0.01% of the portfolio, ranked #362.

Arlington Trust first reported a position in SCHE in Q4 2023 and has held it in 11 quarters since. The position peaked at $402K in Q3 2025. 892 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

Arlington Trust held 698 shares of Schwab Emerging Markets Equity ETF worth $25.3K as of Q2 2026.
Arlington Trust sold 4,077 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $146K.
Schwab Emerging Markets Equity ETF made up ﹤0.01% of Arlington Trust's portfolio in Q2 2026, its #362 holding.
Arlington Trust first reported a position in Schwab Emerging Markets Equity ETF in Q4 2023 and has held it in 11 quarters since.
Arlington Trust's Schwab Emerging Markets Equity ETF position peaked at $402K in Q3 2025.
892 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Arlington Trust's 13F filing for Q2 2026, filed 7 Jul 2026.