Avidian Wealth Enterprises’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Avidian Wealth Enterprises’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	$258K	Buy	7,113 +19	+0.3%	+$678	0.01%	638
2026 Q1	$234K	Sell	7,094 -167	-2%	-$5.7K	0.01%	604
2025 Q4	$238K	Sell	7,261 -220	-3%	-$7.34K	0.01%	524
2025 Q3	$250K	Buy	7,481 +220	+3%	+$6.93K	0.01%	505
2025 Q2	$219K	Sell	7,261 -442	-6%	-$12.5K	0.01%	507
2025 Q1	$212K	Hold	7,703	–	–	0.01%	496
2024 Q4	$205K	Sell	7,703 -1,786	-19%	-$50.4K	0.01%	483
2024 Q3	$277K	Buy	9,489 +208	+2%	+$5.63K	0.01%	410
2024 Q2	$246K	Buy	+9,281	New	+$242K	0.01%	433
2022 Q3	–	Sell	-10,580	Closed	-$269K	–	458
2022 Q2	$269K	Sell	10,580 -366	-3%	-$9.56K	0.02%	372
2022 Q1	$304K	Sell	10,946 -642	-6%	-$18.6K	0.02%	382
2021 Q4	$343K	Buy	+11,588	New	+$354K	0.02%	376
2021 Q2	–	Sell	-7,881	Closed	-$250K	–	410
2021 Q1	$250K	Sell	7,881 -1,115	-12%	-$36.3K	0.02%	311
2020 Q4	$276K	Sell	8,996 -45	-0.5%	-$1.3K	0.03%	263
2020 Q3	$242K	Sell	9,041 -550	-6%	-$14.7K	0.03%	243
2020 Q2	$234K	Sell	9,591 -287	-3%	-$6.52K	0.03%	229
2020 Q1	$204K	Buy	9,878 +84	+0.9%	+$2.1K	0.03%	192
2019 Q4	$268K	Sell	9,794 -438	-4%	-$11.5K	0.04%	187
2019 Q3	$257K	Buy	10,232 +624	+6%	+$15.9K	0.04%	164
2019 Q2	$252K	Sell	9,608 -3,551	-27%	-$92K	0.06%	129
2019 Q1	$342K	Buy	+13,159	New	+$333K	0.08%	85
2016 Q2	–	Sell	-379,292	Closed	-$7.88M	–	82
2016 Q1	$7.88M	Buy	+379,292	New	+$7.13M	4.23%	9

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

Avidian Wealth Enterprises's SCHE Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 0.27% in Q2 2026, buying an estimated $678 and bringing the position to 7,113 shares worth $258K. The position accounts for 0.01% of the portfolio, ranked #638.

Avidian Wealth Enterprises first reported a position in SCHE in Q1 2016 and has held it in 22 quarters since. The position peaked at $7.88M in Q1 2016. 896 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

Avidian Wealth Enterprises held 7,113 shares of Schwab Emerging Markets Equity ETF worth $258K as of Q2 2026.
Avidian Wealth Enterprises bought 19 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $678.
Schwab Emerging Markets Equity ETF made up 0.01% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #638 holding.
Avidian Wealth Enterprises first reported a position in Schwab Emerging Markets Equity ETF in Q1 2016 and has held it in 22 quarters since.
Avidian Wealth Enterprises's Schwab Emerging Markets Equity ETF position peaked at $7.88M in Q1 2016.
896 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.