Cresset Asset Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Cresset Asset Management’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	$13.3M	Buy	366,286 +50,208	+16%	+$1.79M	0.05%	232
2026 Q1	$10.4M	Sell	316,078 -17,388	-5%	-$594K	0.05%	245
2025 Q4	$10.9M	Sell	333,466 -248	-0.1%	-$8.27K	0.05%	237
2025 Q3	$11.1M	Buy	333,714 +891	+0.3%	+$28.1K	0.05%	227
2025 Q2	$10M	Sell	332,823 -12,542	-4%	-$355K	0.05%	215
2025 Q1	$9.52M	Sell	345,365 -80,128	-19%	-$2.19M	0.05%	228
2024 Q4	$11.3M	Sell	425,493 -10,817	-2%	-$305K	0.05%	206
2024 Q3	$12.7M	Sell	436,310 -124,699	-22%	-$3.38M	0.05%	251
2024 Q2	$14.9M	Sell	561,009 -37,848	-6%	-$986K	0.06%	206
2024 Q1	$15.1M	Buy	598,857 +14,918	+3%	+$367K	0.07%	187
2023 Q4	$14.5M	Sell	583,939 -16,909	-3%	-$407K	0.09%	159
2023 Q3	$14.4M	Sell	600,848 -125,447	-17%	-$3.11M	0.06%	161
2023 Q2	$17.9M	Sell	726,295 -1,518	-0.2%	-$37.1K	0.02%	186
2023 Q1	$17.8M	Sell	727,813 -55,307	-7%	-$1.37M	0.36%	52
2022 Q4	$18.5M	Buy	783,120 +347,855	+80%	+$8.1M	0.23%	56
2022 Q3	$9.75M	Buy	435,265 +53,564	+14%	+$1.32M	0.12%	76
2022 Q2	$9.69M	Buy	381,701 +80,804	+27%	+$2.11M	0.12%	76
2022 Q1	$8.36M	Buy	300,897 +77,294	+35%	+$2.24M	0.09%	90
2021 Q4	$6.63M	Buy	223,603 +2,282	+1%	+$69.7K	0.06%	125
2021 Q3	$6.75M	Buy	221,321 +5,473	+3%	+$171K	0.09%	93
2021 Q2	$7.1M	Buy	215,848 +3,402	+2%	+$110K	0.1%	77
2021 Q1	$6.75M	Buy	212,446 +28,162	+15%	+$917K	0.11%	78
2020 Q4	$5.65M	Sell	184,284 -8,930	-5%	-$259K	0.09%	82
2020 Q3	$5.17M	Buy	193,214 +4,309	+2%	+$115K	0.1%	92
2020 Q2	$4.6M	Buy	188,905 +119,841	+174%	+$2.72M	0.1%	86
2020 Q1	$1.43M	Buy	69,064 +39,052	+130%	+$977K	0.04%	143
2019 Q4	$821K	Buy	30,012 +19,293	+180%	+$508K	0.02%	234
2019 Q3	$269K	Buy	10,719 +65	+0.6%	+$1.65K	0.01%	418
2019 Q2	$281K	Buy	10,654 +233	+2%	+$6.04K	0.01%	352
2019 Q1	$271K	Buy	+10,421	New	+$264K	0.01%	292

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

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 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

Cresset Asset Management's SCHE Position: Q2 2026 in Review

Cresset Asset Management increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 16% in Q2 2026, buying an estimated $1.79M and bringing the position to 366,286 shares worth $13.3M. The position accounts for 0.05% of the portfolio, ranked #232.

Cresset Asset Management first reported a position in SCHE in Q1 2019 and has held it in 30 quarters since. The position peaked at $18.5M in Q4 2022. 896 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

Cresset Asset Management held 366,286 shares of Schwab Emerging Markets Equity ETF worth $13.3M as of Q2 2026.
Cresset Asset Management bought 50,208 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $1.79M.
Schwab Emerging Markets Equity ETF made up 0.05% of Cresset Asset Management's portfolio in Q2 2026, its #232 holding.
Cresset Asset Management first reported a position in Schwab Emerging Markets Equity ETF in Q1 2019 and has held it in 30 quarters since.
Cresset Asset Management's Schwab Emerging Markets Equity ETF position peaked at $18.5M in Q4 2022.
896 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.