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

CGN 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 		$220K Sell
6,055
-19
-0.3% -$678 0.02% 311
2026
Q1 		$200K Sell
6,074
-114
-2% -$3.89K 0.02% 317
2025
Q4 		$203K Sell
6,188
-355
-5% -$11.8K 0.02% 311
2025
Q3 		$218K Buy
+6,543
New +$206K 0.02% 299

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

CGN Advisors's SCHE Position: Q2 2026 in Review

CGN Advisors reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 0.31% in Q2 2026, selling an estimated $678 and leaving 6,055 shares worth $220K. The position accounts for 0.02% of the portfolio, ranked #311.

CGN Advisors first reported a position in SCHE in Q3 2025 and has held it in 4 quarters since. 892 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

  • CGN Advisors held 6,055 shares of Schwab Emerging Markets Equity ETF worth $220K as of Q2 2026.
  • CGN Advisors sold 19 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $678.
  • Schwab Emerging Markets Equity ETF made up 0.02% of CGN Advisors's portfolio in Q2 2026, its #311 holding.
  • CGN Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q3 2025 and has held it in 4 quarters since.
  • 892 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on CGN Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.