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CFG Wealth Management Services’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

CFG Wealth Management Services’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 		$5.27M Hold
159,767
– – 4.95% 7
2026
Q1 		$5.27M Sell
159,767
-131
-0.1% -$4.47K 4.78% 7
2025
Q4 		$5.24M Buy
+159,898
New +$5.33M 4.78% 7

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 $103B AUM 28.65% 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

CFG Wealth Management Services's SCHE Position: Q2 2026 in Review

CFG Wealth Management Services held its Schwab Emerging Markets Equity ETF (SCHE) position steady in Q2 2026 at 159,767 shares worth $5.27M. The position accounts for 4.95% of the portfolio, ranked #7.

CFG Wealth Management Services first reported a position in SCHE in Q4 2025 and has held it in 3 quarters since. 890 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

  • CFG Wealth Management Services held 159,767 shares of Schwab Emerging Markets Equity ETF worth $5.27M as of Q2 2026.
  • CFG Wealth Management Services left its Schwab Emerging Markets Equity ETF share count unchanged in Q2 2026.
  • Schwab Emerging Markets Equity ETF made up 4.95% of CFG Wealth Management Services's portfolio in Q2 2026, its #7 holding.
  • CFG Wealth Management Services first reported a position in Schwab Emerging Markets Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 890 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on CFG Wealth Management Services's 13F filing for Q2 2026, filed 15 Jul 2026.