Cerity Partners’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Cerity Partners’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	$32.7M	Buy	901,137 +13,391	+2%	+$478K	0.04%	338
2026 Q1	$29.4M	Buy	887,746 +43,523	+5%	+$1.49M	0.04%	345
2025 Q4	$27.6M	Buy	844,223 +9,341	+1%	+$311K	0.04%	338
2025 Q3	$27.9M	Sell	834,882 -3,355	-0.4%	-$106K	0.05%	315
2025 Q2	$25.3M	Sell	838,237 -35,644	-4%	-$1.01M	0.05%	321
2025 Q1	$24.1M	Buy	873,881 +4,917	+0.6%	+$135K	0.05%	297
2024 Q4	$23.2M	Buy	868,964 +27,301	+3%	+$771K	0.05%	290
2024 Q3	$24.6M	Buy	841,663 +354,392	+73%	+$9.59M	0.05%	277
2024 Q2	$12.9M	Sell	487,271 -34,254	-7%	-$893K	0.03%	361
2024 Q1	$13.2M	Sell	521,525 -9,218,309	-95%	-$227M	0.03%	388
2023 Q4	$13.1M	Buy	9,739,834 +9,372,497	+2,551%	+$225M	0.04%	322
2023 Q3	$8.79M	Sell	367,337 -568,591	-61%	-$14.1M	0.04%	317
2023 Q2	$23.1M	Buy	935,928 +308,988	+49%	+$7.55M	0.09%	205
2023 Q1	$15.4M	Buy	626,940 +9,835	+2%	+$244K	0.04%	287
2022 Q4	$14.6M	Buy	617,105 +206,728	+50%	+$4.81M	0.09%	206
2022 Q3	$9.19M	Sell	410,377 -134,513	-25%	-$3.32M	0.11%	168
2022 Q2	$13.8M	Buy	544,890 +75,146	+16%	+$1.96M	0.15%	134
2022 Q1	$13M	Sell	469,744 -27,418	-6%	-$794K	0.2%	99
2021 Q4	$14.7M	Sell	497,162 -17,654	-3%	-$539K	0.22%	89
2021 Q3	$15.7M	Sell	514,816 -12,630	-2%	-$395K	0.35%	61
2021 Q2	$17.3M	Sell	527,446 -31,713	-6%	-$1.03M	0.38%	53
2021 Q1	$17.8M	Buy	559,159 +6,219	+1%	+$203K	0.42%	53
2020 Q4	$16.9M	Buy	552,940 +80,966	+17%	+$2.35M	0.54%	38
2020 Q3	$12.6M	Buy	471,974 +12,481	+3%	+$333K	0.52%	38
2020 Q2	$11.2M	Buy	459,493 +60,693	+15%	+$1.38M	0.62%	29
2020 Q1	$8.25M	Buy	398,800 +372,387	+1,410%	+$9.31M	0.52%	37
2019 Q4	$723K	Buy	26,413 +7,950	+43%	+$210K	0.04%	283
2019 Q3	$464K	Buy	18,463 +149	+0.8%	+$3.79K	0.03%	328
2019 Q2	$481K	Sell	18,314 -2	-0%	-$52	0.03%	325
2019 Q1	$476K	Sell	18,316 -161,495	-90%	-$4.09M	0.03%	333
2018 Q4	$4.23M	Buy	+179,811	New	+$4.36M	0.28%	79

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

Cerity Partners's SCHE Position: Q2 2026 in Review

Cerity Partners increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 1.5% in Q2 2026, buying an estimated $478K and bringing the position to 901,137 shares worth $32.7M. The position accounts for 0.04% of the portfolio, ranked #338.

Cerity Partners first reported a position in SCHE in Q4 2018 and has held it in 31 quarters since. 896 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

Cerity Partners held 901,137 shares of Schwab Emerging Markets Equity ETF worth $32.7M as of Q2 2026.
Cerity Partners bought 13,391 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $478K.
Schwab Emerging Markets Equity ETF made up 0.04% of Cerity Partners's portfolio in Q2 2026, its #338 holding.
Cerity Partners first reported a position in Schwab Emerging Markets Equity ETF in Q4 2018 and has held it in 31 quarters since.
896 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.