CPIG
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Chicago Partners Investment Group’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Chicago Partners Investment Group’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 		$1.22M Buy
34,285
+1,699
+5% +$60.7K 0.02% 564
2026
Q1 		$1.16M Buy
32,586
+137
+0.4% +$4.68K 0.03% 487
2025
Q4 		$1.12M Buy
32,449
+1,511
+5% +$50.4K 0.03% 433
2025
Q3 		$1.06M Buy
30,938
+1,069
+4% +$33.7K 0.03% 418
2025
Q2 		$935K Sell
29,869
-198
-0.7% -$5.61K 0.03% 414
2025
Q1 		$845K Buy
30,067
+3,014
+11% +$82.5K 0.03% 393
2024
Q4 		$715K Buy
27,053
+6,631
+32% +$187K 0.02% 418
2024
Q3 		$587K Buy
20,422
+252
+1% +$6.82K 0.02% 449
2024
Q2 		$531K Sell
20,170
-2,360
-10% -$61.5K 0.02% 454
2024
Q1 		$565K Sell
22,530
-693
-3% -$17K 0.02% 416
2023
Q4 		$560K Sell
23,223
-11,101
-32% -$267K 0.03% 402
2023
Q3 		$793K Sell
34,324
-39,737
-54% -$984K 0.04% 314
2023
Q2 		$1.87M Buy
74,061
+11,903
+19% +$291K 0.1% 198
2023
Q1 		$1.5M Buy
62,158
+1,734
+3% +$43K 0.09% 214
2022
Q4 		$1.52M Buy
60,424
+4,197
+7% +$97.7K 0.09% 207
2022
Q3 		$1.29M Buy
56,227
+16,894
+43% +$417K 0.09% 199
2022
Q2 		$988K Buy
39,333
+11,211
+40% +$293K 0.07% 233
2022
Q1 		$705K Buy
28,122
+1,760
+7% +$50.9K 0.05% 254
2021
Q4 		$783K Buy
26,362
+8,167
+45% +$250K 0.06% 262
2021
Q3 		$577K Buy
18,195
+634
+4% +$19.8K 0.04% 310
2021
Q2 		$540K Buy
17,561
+546
+3% +$17.7K 0.04% 314
2021
Q1 		$553K Buy
17,015
+2,418
+17% +$78.8K 0.05% 291
2020
Q4 		$482K Buy
14,597
+171
+1% +$4.96K 0.05% 289
2020
Q3 		$398K Buy
14,426
+1,013
+8% +$27.1K 0.05% 268
2020
Q2 		$359K Sell
13,413
-144
-1% -$3.27K 0.04% 262
2020
Q1 		$297K Buy
13,557
+158
+1% +$3.95K 0.05% 248
2019
Q4 		$376K Buy
13,399
+967
+8% +$25.5K 0.05% 245
2019
Q3 		$324K Sell
12,432
-374
-3% -$9.52K 0.05% 254
2019
Q2 		$338K Buy
12,806
+195
+2% +$5.05K 0.05% 236
2019
Q1 		$340K Buy
12,611
+173
+1% +$4.38K 0.05% 227
2018
Q4 		$307K Sell
12,438
-2,076
-14% -$50.3K 0.05% 256
2018
Q3 		$335K Buy
14,514
+1,458
+11% +$37.8K 0.05% 232
2018
Q2 		$338K Buy
13,056
+1,827
+16% +$50.2K 0.05% 218
2018
Q1 		$322K Sell
11,229
-973
-8% -$28.5K 0.06% 205
2017
Q4 		$341K Sell
12,202
-16,097
-57% -$444K 0.06% 205
2017
Q3 		$762K Buy
28,299
+3,868
+16% +$102K 0.13% 119
2017
Q2 		$574K Buy
24,431
+4,972
+26% +$122K 0.15% 105
2017
Q1 		$466K Sell
19,459
-90
-0.5% -$2.1K 0.13% 114
2016
Q4 		$421K Buy
19,549
+899
+5% +$20.1K 0.15% 110
2016
Q3 		$430K Sell
18,650
-499
-3% -$11.3K 0.17% 100
2016
Q2 		$408K Sell
19,149
-121
-0.6% -$2.49K 0.2% 79
2016
Q1 		$400K Sell
19,270
-3,303
-15% -$62.1K 0.21% 72
2015
Q4 		$440K Sell
22,573
-5,096
-18% -$107K 0.21% 82
2015
Q3 		$559K Sell
27,669
-2,482
-8% -$54.3K 0.31% 61
2015
Q2 		$741K Sell
30,151
-2,537
-8% -$65K 0.34% 60
2015
Q1 		$781K Sell
32,688
-550
-2% -$13.4K 0.34% 56
2014
Q4 		$794K Buy
+33,238
New +$831K 0.34% 55

Other funds holding SCHE

R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
MCIA
Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RRWA
Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

Chicago Partners Investment Group's SCHE Position: Q2 2026 in Review

Chicago Partners Investment Group increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 5.2% in Q2 2026, buying an estimated $60.7K and bringing the position to 34,285 shares worth $1.22M. The position accounts for 0.02% of the portfolio, ranked #564.

Chicago Partners Investment Group first reported a position in SCHE in Q4 2014 and has held it in 47 quarters since. The position peaked at $1.87M in Q2 2023. 449 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

  • Chicago Partners Investment Group held 34,285 shares of Schwab Emerging Markets Equity ETF worth $1.22M as of Q2 2026.
  • Chicago Partners Investment Group bought 1,699 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $60.7K.
  • Schwab Emerging Markets Equity ETF made up 0.02% of Chicago Partners Investment Group's portfolio in Q2 2026, its #564 holding.
  • Chicago Partners Investment Group first reported a position in Schwab Emerging Markets Equity ETF in Q4 2014 and has held it in 47 quarters since.
  • Chicago Partners Investment Group's Schwab Emerging Markets Equity ETF position peaked at $1.87M in Q2 2023.
  • 449 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.