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	$3.36M	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 Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

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. 899 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.
899 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.