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

CreativeOne 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 		– Sell
-6,737
Closed -$222K – 1269
2026
Q1 		$222K Sell
6,737
-566
-8% -$19.3K 0.01% 1090
2025
Q4 		$239K Buy
7,303
+1,026
+16% +$34.2K 0.01% 1050
2025
Q3 		$209K Buy
+6,277
New +$198K 0.01% 1086
2023
Q3 		– Sell
-117,126
Closed -$2.88M – 780
2023
Q2 		$2.88M Sell
117,126
-2,035
-2% -$49.7K 0.13% 137
2023
Q1 		$2.92M Buy
119,161
+2,639
+2% +$65.4K 0.14% 121
2022
Q4 		$2.76M Sell
116,522
-379
-0.3% -$8.82K 0.15% 121
2022
Q3 		$2.62M Buy
116,901
+1,497
+1% +$37K 0.16% 117
2022
Q2 		$2.93M Sell
115,404
-504
-0.4% -$13.2K 0.16% 103
2022
Q1 		$3.22M Buy
115,908
+2,314
+2% +$67K 0.17% 103
2021
Q4 		$3.37M Sell
113,594
-6,419
-5% -$196K 0.17% 94
2021
Q3 		$3.66M Buy
120,013
+8,398
+8% +$262K 0.21% 88
2021
Q2 		$3.67M Buy
111,615
+20,287
+22% +$658K 0.23% 91
2021
Q1 		$2.9M Buy
91,328
+13,804
+18% +$450K 0.22% 82
2020
Q4 		$2.38M Buy
77,524
+8,576
+12% +$249K 0.2% 86
2020
Q3 		$1.84M Buy
68,948
+24,248
+54% +$648K 0.26% 65
2020
Q2 		$1.09M Buy
44,700
+3,334
+8% +$75.8K 0.17% 79
2020
Q1 		$856K Buy
+41,366
New +$1.03M 0.16% 75
2019
Q2 		– Sell
-10,241
Closed -$266K – 179
2019
Q1 		$266K Buy
+10,241
New +$259K 0.07% 107

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

CreativeOne Wealth's SCHE Position: Q2 2026 in Review

CreativeOne Wealth sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q2 2026, closing a stake of 6,737 shares — an estimated $222K sold.

CreativeOne Wealth first reported a position in SCHE in Q1 2019 and held it in 18 quarters. The position peaked at $3.67M in Q2 2021. 896 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

  • CreativeOne Wealth reported no remaining Schwab Emerging Markets Equity ETF position as of Q2 2026 after selling out during the quarter.
  • CreativeOne Wealth sold 6,737 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $222K.
  • CreativeOne Wealth first reported a position in Schwab Emerging Markets Equity ETF in Q1 2019 and held it in 18 quarters.
  • CreativeOne Wealth's Schwab Emerging Markets Equity ETF position peaked at $3.67M in Q2 2021.
  • 896 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.