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Cape Investment Advisory’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Cape Investment Advisory’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 		$4.44M Buy
122,438
+3,440
+3% +$123K 1.19% 15
2026
Q1 		$3.92M Buy
118,998
+56
+0% +$1.91K 1.3% 16
2025
Q4 		$3.9M Buy
118,942
+118,862
+148,578% +$3.96M 1.2% 14
2025
Q3 		$2.68K Sell
80
-118,239
-100% -$3.73M ﹤0.01% 635
2025
Q2 		$3.57M Buy
118,319
+346
+0.3% +$9.8K 1.3% 13
2025
Q1 		$3.25M Sell
117,973
-2,473
-2% -$67.7K 1.3% 15
2024
Q4 		$3.21M Sell
120,446
-11,010
-8% -$311K 1.25% 14
2024
Q3 		$3.84M Buy
131,456
+509
+0.4% +$13.8K 1.55% 10
2024
Q2 		$3.48M Buy
130,947
+2,937
+2% +$76.5K 1.56% 11
2024
Q1 		$3.23M Sell
128,010
-2,084
-2% -$51.2K 1.51% 11
2023
Q4 		$3.23M Sell
130,094
-378
-0.3% -$9.09K 1.58% 9
2023
Q3 		$3.12M Sell
130,472
-3,855
-3% -$95.5K 1.77% 8
2023
Q2 		$3.31M Sell
134,327
-450
-0.3% -$11K 1.85% 7
2023
Q1 		$3.3M Buy
+134,777
New +$3.34M 2.01% 6

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

Cape Investment Advisory's SCHE Position: Q2 2026 in Review

Cape Investment Advisory increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 2.9% in Q2 2026, buying an estimated $123K and bringing the position to 122,438 shares worth $4.44M. The position accounts for 1.19% of the portfolio, ranked #15.

Cape Investment Advisory first reported a position in SCHE in Q1 2023 and has held it in 14 quarters since. 896 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

  • Cape Investment Advisory held 122,438 shares of Schwab Emerging Markets Equity ETF worth $4.44M as of Q2 2026.
  • Cape Investment Advisory bought 3,440 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $123K.
  • Schwab Emerging Markets Equity ETF made up 1.19% of Cape Investment Advisory's portfolio in Q2 2026, its #15 holding.
  • Cape Investment Advisory first reported a position in Schwab Emerging Markets Equity ETF in Q1 2023 and has held it in 14 quarters since.
  • 896 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.