Asset Management Group’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Asset Management Group’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	$2.91M	Sell	80,322 -600	-0.7%	-$21.4K	0.43%	62
2026 Q1	$2.67M	Hold	80,922	–	–	0.43%	61
2025 Q4	$2.65M	Buy	80,922 +2,126	+3%	+$70.9K	0.43%	59
2025 Q3	$2.63M	Hold	78,796	–	–	0.43%	60
2025 Q2	$2.37M	Buy	78,796 +88	+0.1%	+$2.49K	0.41%	60
2025 Q1	$2.17M	Sell	78,708 -320	-0.4%	-$8.76K	0.4%	62
2024 Q4	$2.1M	Sell	79,028 -1,599	-2%	-$45.1K	0.37%	65
2024 Q3	$2.35M	Sell	80,627 -1,802	-2%	-$48.8K	0.41%	64
2024 Q2	$2.19M	Hold	82,429	–	–	0.41%	64
2024 Q1	$2.08M	Sell	82,429 -1,092	-1%	-$26.8K	0.39%	63
2023 Q4	$2.07M	Sell	83,521 -8,079	-9%	-$194K	0.41%	62
2023 Q3	$2.19M	Sell	91,600 -1,682	-2%	-$41.7K	0.48%	59
2023 Q2	$2.3M	Sell	93,282 -3,975	-4%	-$97.1K	0.49%	59
2023 Q1	$2.38M	Hold	97,257	–	–	0.53%	56
2022 Q4	$2.3M	Sell	97,257 -9,259	-9%	-$216K	0.54%	55
2022 Q3	$2.39M	Sell	106,516 -414	-0.4%	-$10.2K	0.6%	51
2022 Q2	$2.71M	Buy	106,930 +308	+0.3%	+$8.05K	0.65%	46
2022 Q1	$2.96M	Buy	106,622 +43	+0%	+$1.25K	0.62%	47
2021 Q4	$3.16M	Buy	106,579 +215	+0.2%	+$6.57K	0.62%	49
2021 Q3	$3.24M	Sell	106,364 -6,543	-6%	-$204K	0.67%	42
2021 Q2	$3.71M	Sell	112,907 -2,428	-2%	-$78.8K	0.77%	41
2021 Q1	$3.67M	Hold	115,335	–	–	0.79%	41
2020 Q4	$3.54M	Buy	115,335 +1,894	+2%	+$54.9K	0.86%	41
2020 Q3	$3.04M	Sell	113,441 -705	-0.6%	-$18.8K	0.89%	37
2020 Q2	$2.78M	Buy	114,146 +496	+0.4%	+$11.3K	0.88%	39
2020 Q1	$2.35M	Buy	113,650 +3,464	+3%	+$86.6K	0.89%	38
2019 Q4	$3.02M	Buy	110,186 +31,101	+39%	+$820K	0.91%	37
2019 Q3	$1.99M	Buy	79,085 +53,288	+207%	+$1.36M	0.68%	45
2019 Q2	$677K	Buy	25,797 +15,125	+142%	+$392K	0.24%	75
2019 Q1	$278K	Buy	+10,672	New	+$270K	0.1%	93

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

Asset Management Group's SCHE Position: Q2 2026 in Review

Asset Management Group reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 0.74% in Q2 2026, selling an estimated $21.4K and leaving 80,322 shares worth $2.91M. The position accounts for 0.43% of the portfolio, ranked #62.

Asset Management Group first reported a position in SCHE in Q1 2019 and has held it in 30 quarters since. The position peaked at $3.71M in Q2 2021. 898 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

Asset Management Group held 80,322 shares of Schwab Emerging Markets Equity ETF worth $2.91M as of Q2 2026.
Asset Management Group sold 600 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $21.4K.
Schwab Emerging Markets Equity ETF made up 0.43% of Asset Management Group's portfolio in Q2 2026, its #62 holding.
Asset Management Group first reported a position in Schwab Emerging Markets Equity ETF in Q1 2019 and has held it in 30 quarters since.
Asset Management Group's Schwab Emerging Markets Equity ETF position peaked at $3.71M in Q2 2021.
898 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Asset Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.