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

Dakota Wealth 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	$2.62M	Sell	72,317 -25,736	-26%	-$919K	0.05%	263
2026 Q1	$3.23M	Sell	98,053 -6,012	-6%	-$205K	0.07%	221
2025 Q4	$3.41M	Buy	104,065 +10,808	+12%	+$360K	0.06%	218
2025 Q3	$3.11M	Buy	93,257 +10,055	+12%	+$317K	0.06%	200
2025 Q2	$2.51M	Buy	83,202 +33,161	+66%	+$939K	0.05%	234
2025 Q1	$1.38M	Sell	50,041 -1,504	-3%	-$41.2K	0.03%	313
2024 Q4	$1.37M	Sell	51,545 -1,545	-3%	-$43.6K	0.03%	313
2024 Q3	$1.55M	Sell	53,090 -304	-0.6%	-$8.23K	0.04%	301
2024 Q2	$1.42M	Sell	53,394 -5,486	-9%	-$143K	0.03%	308
2024 Q1	$1.49M	Sell	58,880 -3,725	-6%	-$91.5K	0.04%	299
2023 Q4	$1.55M	Sell	62,605 -227	-0.4%	-$5.46K	0.06%	248
2023 Q3	$1.5M	Buy	+62,832	New	+$1.56M	0.07%	236

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

Dakota Wealth Management's SCHE Position: Q2 2026 in Review

Dakota Wealth Management reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 26% in Q2 2026, selling an estimated $919K and leaving 72,317 shares worth $2.62M. The position accounts for 0.05% of the portfolio, ranked #263.

Dakota Wealth Management first reported a position in SCHE in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.41M in Q4 2025. 896 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

Dakota Wealth Management held 72,317 shares of Schwab Emerging Markets Equity ETF worth $2.62M as of Q2 2026.
Dakota Wealth Management sold 25,736 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $919K.
Schwab Emerging Markets Equity ETF made up 0.05% of Dakota Wealth Management's portfolio in Q2 2026, its #263 holding.
Dakota Wealth Management first reported a position in Schwab Emerging Markets Equity ETF in Q3 2023 and has held it in 12 quarters since.
Dakota Wealth Management's Schwab Emerging Markets Equity ETF position peaked at $3.41M in Q4 2025.
896 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.