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

Clearstead 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 		$243K Sell
6,694
-19
-0.3% -$678 ﹤0.01% 1007
2026
Q1 		$221K Sell
6,713
-73
-1% -$2.49K ﹤0.01% 971
2025
Q4 		$222K Buy
6,786
+16
+0.2% +$534 ﹤0.01% 912
2025
Q3 		$226K Sell
6,770
-1,628
-19% -$51.3K ﹤0.01% 853
2025
Q2 		$253K Buy
8,398
+1
+0% +$28 ﹤0.01% 823
2025
Q1 		$231K Sell
8,397
-1,572
-16% -$43K ﹤0.01% 786
2024
Q4 		$265K Sell
9,969
-252
-2% -$7.12K ﹤0.01% 770
2024
Q3 		$298K Sell
10,221
-265
-3% -$7.17K ﹤0.01% 728
2024
Q2 		$279K Buy
10,486
+20
+0.2% +$521 ﹤0.01% 713
2024
Q1 		$278K Sell
10,466
-6,753
-39% -$166K 0.01% 415
2023
Q4 		$427K Sell
17,219
-13,975
-45% -$336K 0.02% 336
2023
Q3 		$747K Buy
31,194
+16,086
+106% +$398K 0.02% 348
2023
Q2 		$372K Buy
15,108
+6
+0% +$147 0.02% 336
2023
Q1 		$370K Sell
15,102
-294
-2% -$7.28K 0.03% 308
2022
Q4 		$364K Sell
15,396
-1,129
-7% -$26.3K 0.03% 297
2022
Q3 		$370K Sell
16,525
-325
-2% -$8.03K 0.03% 276
2022
Q2 		$428K Sell
16,850
-3,073
-15% -$80.3K 0.03% 275
2022
Q1 		$553K Sell
19,923
-2,456
-11% -$71.1K 0.04% 254
2021
Q4 		$663K Sell
22,379
-10,213
-31% -$312K 0.05% 221
2021
Q3 		$993K Buy
32,592
+32,273
+10,117% +$1.01M 0.07% 176
2021
Q2 		$10K Buy
319
+1
+0.3% +$32 ﹤0.01% 803
2021
Q1 		$10K Hold
318
– – ﹤0.01% 785
2020
Q4 		$10K Buy
318
+3
+1% +$87 ﹤0.01% 723
2020
Q3 		$8K Sell
315
-287
-48% -$7.67K ﹤0.01% 699
2020
Q2 		$15K Sell
602
-9,596
-94% -$218K ﹤0.01% 556
2020
Q1 		$211K Buy
+10,198
New +$255K 0.03% 230

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

Clearstead Advisors's SCHE Position: Q2 2026 in Review

Clearstead Advisors reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 0.28% in Q2 2026, selling an estimated $678 and leaving 6,694 shares worth $243K. The position accounts for ﹤0.01% of the portfolio, ranked #1007.

Clearstead Advisors first reported a position in SCHE in Q1 2020 and has held it in 26 quarters since. The position peaked at $993K in Q3 2021. 892 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

  • Clearstead Advisors held 6,694 shares of Schwab Emerging Markets Equity ETF worth $243K as of Q2 2026.
  • Clearstead Advisors sold 19 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $678.
  • Schwab Emerging Markets Equity ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1007 holding.
  • Clearstead Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q1 2020 and has held it in 26 quarters since.
  • Clearstead Advisors's Schwab Emerging Markets Equity ETF position peaked at $993K in Q3 2021.
  • 892 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.