AIM
SCHE icon

Athena Investment Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Athena Investment Management’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 		$1.45M Sell
40,038
-6,526
-14% -$233K 0.86% 29
2026
Q1 		$1.53M Buy
46,564
+90
+0.2% +$3.07K 0.8% 29
2025
Q4 		$1.52M Buy
46,474
+437
+0.9% +$14.6K 0.78% 28
2025
Q3 		$1.54M Buy
46,037
+1,885
+4% +$59.4K 0.8% 27
2025
Q2 		$1.33M Sell
44,152
-294
-0.7% -$8.32K 0.74% 27
2025
Q1 		$1.23M Buy
44,446
+1,438
+3% +$39.4K 0.74% 31
2024
Q4 		$1.15M Buy
43,008
+579
+1% +$16.3K 0.66% 32
2024
Q3 		$1.24M Buy
42,429
+2,933
+7% +$79.4K 0.71% 33
2024
Q2 		$1.05M Buy
39,496
+478
+1% +$12.5K 0.64% 38
2024
Q1 		$985K Buy
39,018
+198
+0.5% +$4.87K 0.59% 39
2023
Q4 		$962K Buy
38,820
+2,282
+6% +$54.9K 0.62% 38
2023
Q3 		$875K Buy
36,538
+180
+0.5% +$4.46K 0.63% 37
2023
Q2 		$895K Sell
36,358
-123
-0.3% -$3.01K 0.62% 38
2023
Q1 		$895K Hold
36,481
– – 0.64% 36
2022
Q4 		$864K Buy
36,481
+1,341
+4% +$31.2K 0.63% 39
2022
Q3 		$787K Sell
35,140
-332
-0.9% -$8.2K 0.66% 38
2022
Q2 		$900K Buy
35,472
+690
+2% +$18K 0.71% 38
2022
Q1 		$970K Buy
+34,782
New +$1.01M 0.75% 35

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

Athena Investment Management's SCHE Position: Q2 2026 in Review

Athena Investment Management reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 14% in Q2 2026, selling an estimated $233K and leaving 40,038 shares worth $1.45M. The position accounts for 0.86% of the portfolio, ranked #29.

Athena Investment Management first reported a position in SCHE in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.54M in Q3 2025. 898 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

  • Athena Investment Management held 40,038 shares of Schwab Emerging Markets Equity ETF worth $1.45M as of Q2 2026.
  • Athena Investment Management sold 6,526 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $233K.
  • Schwab Emerging Markets Equity ETF made up 0.86% of Athena Investment Management's portfolio in Q2 2026, its #29 holding.
  • Athena Investment Management first reported a position in Schwab Emerging Markets Equity ETF in Q1 2022 and has held it in 18 quarters since.
  • Athena Investment Management's Schwab Emerging Markets Equity ETF position peaked at $1.54M in Q3 2025.
  • 898 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Athena Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.