Diversified Trust’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Diversified Trust’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	$1.82M	Buy	50,287 +7,515	+18%	+$268K	0.03%	298
2026 Q1	$1.41M	Sell	42,772 -30,153	-41%	-$1.03M	0.03%	344
2025 Q4	$2.39M	Buy	72,925 +5,410	+8%	+$180K	0.04%	229
2025 Q3	$2.25M	Buy	67,515 +37,880	+128%	+$1.19M	0.05%	231
2025 Q2	$893K	Buy	29,635 +15,385	+108%	+$436K	0.02%	417
2025 Q1	$393K	Buy	+14,250	New	+$390K	0.01%	642

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

Diversified Trust's SCHE Position: Q2 2026 in Review

Diversified Trust increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 18% in Q2 2026, buying an estimated $268K and bringing the position to 50,287 shares worth $1.82M. The position accounts for 0.03% of the portfolio, ranked #298.

Diversified Trust first reported a position in SCHE in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.39M in Q4 2025. 896 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

Diversified Trust held 50,287 shares of Schwab Emerging Markets Equity ETF worth $1.82M as of Q2 2026.
Diversified Trust bought 7,515 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $268K.
Schwab Emerging Markets Equity ETF made up 0.03% of Diversified Trust's portfolio in Q2 2026, its #298 holding.
Diversified Trust first reported a position in Schwab Emerging Markets Equity ETF in Q1 2025 and has held it in 6 quarters since.
Diversified Trust'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 Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.