Cassaday & Co Wealth Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Cassaday & Co Wealth 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	$448K	Buy	12,367 +153	+1%	+$5.46K	0.01%	244
2026 Q1	$402K	Sell	12,214 -111	-0.9%	-$3.79K	0.01%	244
2025 Q4	$404K	Buy	12,325 +114	+0.9%	+$3.8K	0.01%	245
2025 Q3	$407K	Buy	12,211 +47	+0.4%	+$1.48K	0.01%	237
2025 Q2	$367K	Sell	12,164 -3,479	-22%	-$98.5K	0.01%	238
2025 Q1	$431K	Buy	15,643 +270	+2%	+$7.39K	0.01%	213
2024 Q4	$409K	Buy	+15,373	New	+$434K	0.01%	212

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

Cassaday & Co Wealth Management's SCHE Position: Q2 2026 in Review

Cassaday & Co Wealth Management increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 1.3% in Q2 2026, buying an estimated $5.46K and bringing the position to 12,367 shares worth $448K. The position accounts for 0.01% of the portfolio, ranked #244.

Cassaday & Co Wealth Management first reported a position in SCHE in Q4 2024 and has held it in 7 quarters since. 896 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

Cassaday & Co Wealth Management held 12,367 shares of Schwab Emerging Markets Equity ETF worth $448K as of Q2 2026.
Cassaday & Co Wealth Management bought 153 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $5.46K.
Schwab Emerging Markets Equity ETF made up 0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #244 holding.
Cassaday & Co Wealth Management first reported a position in Schwab Emerging Markets Equity ETF in Q4 2024 and has held it in 7 quarters since.
896 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.