Capital Investment Advisors’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Capital Investment Advisors’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	$383K	Sell	10,573 -537	-5%	-$19.2K	0.01%	586
2026 Q1	$366K	Buy	11,110 +3,510	+46%	+$120K	0.01%	561
2025 Q4	$249K	Sell	7,600 -448	-6%	-$14.9K	﹤0.01%	646
2025 Q3	$269K	Buy	+8,048	New	+$254K	﹤0.01%	622
2025 Q2	–	Sell	-8,260	Closed	-$228K	–	727
2025 Q1	$228K	Buy	+8,260	New	+$226K	﹤0.01%	601
2024 Q1	–	Sell	-12,755	Closed	-$316K	–	656
2023 Q4	$316K	Buy	12,755 +4,015	+46%	+$96.5K	0.01%	459
2023 Q3	$209K	Buy	+8,740	New	+$216K	0.01%	541

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

SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return

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

Capital Investment Advisors's SCHE Position: Q2 2026 in Review

Capital Investment Advisors reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 4.8% in Q2 2026, selling an estimated $19.2K and leaving 10,573 shares worth $383K. The position accounts for 0.01% of the portfolio, ranked #586.

Capital Investment Advisors first reported a position in SCHE in Q3 2023 and has held it in 7 quarters since. 899 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

Capital Investment Advisors held 10,573 shares of Schwab Emerging Markets Equity ETF worth $383K as of Q2 2026.
Capital Investment Advisors sold 537 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $19.2K.
Schwab Emerging Markets Equity ETF made up 0.01% of Capital Investment Advisors's portfolio in Q2 2026, its #586 holding.
Capital Investment Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q3 2023 and has held it in 7 quarters since.
899 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

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