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

Avion Wealth’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	$1K	Hold	38	–	–	﹤0.01%	1329
2026 Q1	$1K	Sell	38 -728	-95%	-$24.9K	﹤0.01%	1129
2025 Q4	$25K	Buy	766 +5	+0.7%	+$167	0.01%	303
2025 Q3	$25K	Hold	761	–	–	0.01%	305
2025 Q2	$22K	Sell	761 -421	-36%	-$11.9K	0.01%	303
2025 Q1	$31K	Hold	1,182	–	–	0.01%	243
2024 Q4	$31K	Sell	1,182 -19	-2%	-$536	0.01%	243
2024 Q3	$35K	Buy	1,201 +1,163	+3,061%	+$31.5K	0.01%	199
2024 Q2	$1K	Hold	38	–	–	﹤0.01%	808
2024 Q1	$1K	Hold	38	–	–	﹤0.01%	1063
2023 Q4	$1K	Sell	38 -2,500	-99%	-$60.1K	﹤0.01%	954
2023 Q3	$60K	Buy	2,538 +38	+2%	+$941	0.02%	143
2023 Q2	$61K	Hold	2,500	–	–	0.02%	150
2023 Q1	$59K	Hold	2,500	–	–	0.02%	139
2022 Q4	$56K	Hold	2,500	–	–	0.02%	137
2022 Q3	$56K	Hold	2,500	–	–	0.02%	140
2022 Q2	$63K	Buy	+2,500	New	+$65.3K	0.02%	122

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

Avion Wealth's SCHE Position: Q2 2026 in Review

Avion Wealth held its Schwab Emerging Markets Equity ETF (SCHE) position steady in Q2 2026 at 38 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1329.

Avion Wealth first reported a position in SCHE in Q2 2022 and has held it in 17 quarters since. The position peaked at $63K in Q2 2022. 892 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

Avion Wealth held 38 shares of Schwab Emerging Markets Equity ETF worth $1K as of Q2 2026.
Avion Wealth left its Schwab Emerging Markets Equity ETF share count unchanged in Q2 2026.
Schwab Emerging Markets Equity ETF made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #1329 holding.
Avion Wealth first reported a position in Schwab Emerging Markets Equity ETF in Q2 2022 and has held it in 17 quarters since.
Avion Wealth's Schwab Emerging Markets Equity ETF position peaked at $63K in Q2 2022.
892 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.