CVA Family Office’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

CVA Family Office’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	$1.01M	Buy	27,764 +786	+3%	+$28.1K	0.09%	122
2026 Q1	$889K	Buy	26,978 +48	+0.2%	+$1.64K	0.09%	121
2025 Q4	$882K	Sell	26,930 -426	-2%	-$14.2K	0.1%	115
2025 Q3	$913K	Sell	27,356 -4,037	-13%	-$127K	0.12%	110
2025 Q2	$946K	Buy	31,393 +186	+0.6%	+$5.27K	0.13%	104
2025 Q1	$860K	Sell	31,207 -1,997	-6%	-$54.7K	0.13%	107
2024 Q4	$884K	Sell	33,204 -326	-1%	-$9.2K	0.14%	99
2024 Q3	$978K	Sell	33,530 -4,637	-12%	-$126K	0.16%	91
2024 Q2	$1.01M	Sell	38,167 -11,119	-23%	-$290K	0.18%	84
2024 Q1	$1.24M	Sell	49,286 -1,732	-3%	-$42.6K	0.22%	75
2023 Q4	$1.26M	Sell	51,018 -7,871	-13%	-$189K	0.25%	68
2023 Q3	$1.41M	Sell	58,889 -5,018	-8%	-$124K	0.32%	58
2023 Q2	$1.57M	Buy	63,907 +15	+0%	+$367	0.33%	54
2023 Q1	$1.57M	Sell	63,892 -13,357	-17%	-$331K	0.35%	52
2022 Q4	$1.83M	Sell	77,249 -19,143	-20%	-$446K	0.44%	44
2022 Q3	$2.16M	Sell	96,392 -12,511	-11%	-$309K	0.59%	44
2022 Q2	$2.76M	Sell	108,903 -12,270	-10%	-$321K	0.75%	33
2022 Q1	$3.37M	Buy	121,173 +20,847	+21%	+$603K	0.8%	29
2021 Q4	$2.97M	Buy	100,326 +36,181	+56%	+$1.11M	0.74%	30
2021 Q3	$1.72M	Sell	64,145 -216,307	-77%	-$6.76M	1.24%	21
2021 Q2	$9.22M	Buy	280,452 +147,859	+112%	+$4.8M	2.62%	7
2021 Q1	$4.21M	Buy	132,593 +50,877	+62%	+$1.66M	1.6%	15
2020 Q4	$2.5M	Buy	81,716 +17,571	+27%	+$509K	1.54%	18
2020 Q3	$1.72M	Buy	64,145 +2,567	+4%	+$68.6K	1.24%	21
2020 Q2	$1.5M	Buy	61,578 +13,469	+28%	+$306K	1.23%	21
2020 Q1	$995K	Buy	48,109 +4,985	+12%	+$125K	1.01%	27
2019 Q4	$1.18M	Buy	+43,124	New	+$1.14M	1.09%	24

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

CVA Family Office's SCHE Position: Q2 2026 in Review

CVA Family Office increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 2.9% in Q2 2026, buying an estimated $28.1K and bringing the position to 27,764 shares worth $1.01M. The position accounts for 0.09% of the portfolio, ranked #122.

CVA Family Office first reported a position in SCHE in Q4 2019 and has held it in 27 quarters since. The position peaked at $9.22M in Q2 2021. 898 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

CVA Family Office held 27,764 shares of Schwab Emerging Markets Equity ETF worth $1.01M as of Q2 2026.
CVA Family Office bought 786 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $28.1K.
Schwab Emerging Markets Equity ETF made up 0.09% of CVA Family Office's portfolio in Q2 2026, its #122 holding.
CVA Family Office first reported a position in Schwab Emerging Markets Equity ETF in Q4 2019 and has held it in 27 quarters since.
CVA Family Office's Schwab Emerging Markets Equity ETF position peaked at $9.22M in Q2 2021.
898 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.