Curtis Advisory Group’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Curtis Advisory Group’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	$572K	Sell	15,779 -423	-3%	-$15.1K	0.11%	84
2026 Q1	$534K	Sell	16,202 -56,788	-78%	-$1.94M	0.12%	83
2025 Q4	$2.39M	Buy	72,990 +56,832	+352%	+$1.9M	0.5%	40
2025 Q3	$539K	Buy	16,158 +921	+6%	+$29K	0.12%	75
2025 Q2	$459K	Sell	15,237 -60,333	-80%	-$1.71M	0.12%	79
2025 Q1	$2.08M	Buy	75,570 +60,315	+395%	+$1.65M	0.61%	33
2024 Q4	$406K	Buy	15,255 +221	+1%	+$6.24K	0.11%	75
2024 Q3	$439K	Sell	15,034 -92	-0.6%	-$2.49K	0.12%	70
2024 Q2	$402K	Buy	15,126 +723	+5%	+$18.8K	0.14%	69
2024 Q1	$364K	Sell	14,403 -499	-3%	-$12.3K	0.14%	72
2023 Q4	$369K	Sell	14,902 -31,431	-68%	-$756K	0.17%	68
2023 Q3	$1.11M	Buy	46,333 +2,757	+6%	+$68.3K	0.37%	33
2023 Q2	$1.07M	Buy	43,576 +4,574	+12%	+$112K	0.34%	37
2023 Q1	$956K	Buy	39,002 +5,633	+17%	+$140K	0.35%	35
2022 Q4	$790K	Buy	33,369 +7,256	+28%	+$169K	0.32%	37
2022 Q3	$585K	Sell	26,113 -393	-1%	-$9.71K	0.24%	45
2022 Q2	$673K	Sell	26,506 -1,506	-5%	-$39.4K	0.27%	43
2022 Q1	$778K	Sell	28,012 -227	-0.8%	-$6.57K	0.26%	39
2021 Q4	$836K	Sell	28,239 -790	-3%	-$24.1K	0.27%	43
2021 Q3	$885K	Buy	29,029 +1,149	+4%	+$35.9K	0.32%	39
2021 Q2	$917K	Buy	27,880 +1,089	+4%	+$35.3K	0.4%	37
2021 Q1	$851K	Sell	26,791 -58	-0.2%	-$1.89K	0.38%	39
2020 Q4	$823K	Buy	26,849 +1,304	+5%	+$37.8K	0.4%	35
2020 Q3	$684K	Buy	25,545 +81	+0.3%	+$2.16K	0.4%	31
2020 Q2	$620K	Buy	+25,464	New	+$579K	0.44%	29

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

Curtis Advisory Group's SCHE Position: Q2 2026 in Review

Curtis Advisory Group reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 2.6% in Q2 2026, selling an estimated $15.1K and leaving 15,779 shares worth $572K. The position accounts for 0.11% of the portfolio, ranked #84.

Curtis Advisory Group first reported a position in SCHE in Q2 2020 and has held it in 25 quarters since. The position peaked at $2.39M in Q4 2025. 896 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

Curtis Advisory Group held 15,779 shares of Schwab Emerging Markets Equity ETF worth $572K as of Q2 2026.
Curtis Advisory Group sold 423 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $15.1K.
Schwab Emerging Markets Equity ETF made up 0.11% of Curtis Advisory Group's portfolio in Q2 2026, its #84 holding.
Curtis Advisory Group first reported a position in Schwab Emerging Markets Equity ETF in Q2 2020 and has held it in 25 quarters since.
Curtis Advisory Group's Schwab Emerging Markets Equity ETF position peaked at $2.39M in Q4 2025.
896 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Curtis Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.