Corient Private Wealth
SCHE icon

Corient Private Wealth’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Corient Private Wealth’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 		$52.5M Sell
1,446,830
-53,369
-4% -$1.91M 0.07% 236
2026
Q1 		$49.2M Buy
1,500,199
+15,402
+1% +$526K 0.07% 240
2025
Q4 		$48.6M Buy
1,484,797
+10,583
+0.7% +$353K 0.07% 244
2025
Q3 		$49.2M Buy
1,474,214
+1,357,652
+1,165% +$42.8M 0.08% 236
2025
Q2 		$3.51M Sell
116,562
-835,501
-88% -$23.7M ﹤0.01% 818
2025
Q1 		$26.2M Buy
952,063
+50,746
+6% +$1.39M 0.04% 343
2024
Q4 		$24M Sell
901,317
-8,731
-1% -$246K 0.04% 359
2024
Q3 		$26.6M Buy
910,048
+7,590
+0.8% +$205K 0.04% 371
2024
Q2 		$24M Buy
902,458
+6,640
+0.7% +$173K 0.04% 354
2024
Q1 		$22.6M Buy
895,818
+4,029
+0.5% +$99K 0.04% 359
2023
Q4 		$22.1M Buy
891,789
+21,862
+3% +$526K 0.04% 371
2023
Q3 		$20.8M Buy
869,927
+55,862
+7% +$1.38M 0.05% 338
2023
Q2 		$20.1M Buy
814,065
+19,838
+2% +$485K 0.05% 336
2023
Q1 		$19.5M Buy
794,227
+21,964
+3% +$544K 0.05% 316
2022
Q4 		$18.3M Buy
+772,263
New +$18M 0.07% 279

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

Corient Private Wealth's SCHE Position: Q2 2026 in Review

Corient Private Wealth reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 3.6% in Q2 2026, selling an estimated $1.91M and leaving 1,446,830 shares worth $52.5M. The position accounts for 0.07% of the portfolio, ranked #236.

Corient Private Wealth first reported a position in SCHE in Q4 2022 and has held it in 15 quarters since. 896 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

  • Corient Private Wealth held 1,446,830 shares of Schwab Emerging Markets Equity ETF worth $52.5M as of Q2 2026.
  • Corient Private Wealth sold 53,369 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $1.91M.
  • Schwab Emerging Markets Equity ETF made up 0.07% of Corient Private Wealth's portfolio in Q2 2026, its #236 holding.
  • Corient Private Wealth first reported a position in Schwab Emerging Markets Equity ETF in Q4 2022 and has held it in 15 quarters since.
  • 896 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.