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

Element Wealth’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	$1.13M	Buy	31,104 +3	+0%	+$107	0.42%	64
2026 Q1	$1.02M	Buy	31,101 +428	+1%	+$14.6K	0.42%	60
2025 Q4	$1M	Sell	30,673 -216	-0.7%	-$7.2K	0.41%	63
2025 Q3	$1.03M	Sell	30,889 -607	-2%	-$19.1K	0.45%	59
2025 Q2	$949K	Sell	31,496 -784	-2%	-$22.2K	0.44%	55
2025 Q1	$890K	Sell	32,280 -524	-2%	-$14.3K	0.48%	47
2024 Q4	$874K	Sell	32,804 -130	-0.4%	-$3.67K	0.46%	44
2024 Q3	$961K	Buy	32,934 +1,306	+4%	+$35.3K	0.51%	40
2024 Q2	$840K	Sell	31,628 -869	-3%	-$22.6K	0.47%	43
2024 Q1	$821K	Sell	32,497 -120	-0.4%	-$2.95K	0.48%	43
2023 Q4	$809K	Buy	32,617 +518	+2%	+$12.5K	0.51%	39
2023 Q3	$768K	Sell	32,099 -419	-1%	-$10.4K	0.55%	34
2023 Q2	$801K	Sell	32,518 -76	-0.2%	-$1.86K	0.56%	34
2023 Q1	$799K	Sell	32,594 -976	-3%	-$24.2K	0.6%	32
2022 Q4	$795K	Sell	33,570 -8,932	-21%	-$208K	0.65%	25
2022 Q3	$952K	Sell	42,502 -1,025	-2%	-$25.3K	0.88%	20
2022 Q2	$1.1M	Sell	43,527 -393	-0.9%	-$10.3K	1.1%	18
2022 Q1	$1.22M	Sell	43,920 -34,289	-44%	-$992K	0.98%	19
2021 Q4	$2.32M	Sell	78,209 -22,082	-22%	-$675K	1.75%	14
2021 Q3	$3.06M	Buy	100,291 +244	+0.2%	+$7.62K	2.44%	13
2021 Q2	$3.29M	Sell	100,047 -1,409	-1%	-$45.7K	2.57%	13
2021 Q1	$3.22M	Buy	101,456 +63,711	+169%	+$2.08M	2.68%	13
2020 Q4	$1.16M	Sell	37,745 -1,187	-3%	-$34.4K	1.07%	24
2020 Q3	$1.04M	Sell	38,932 -4,057	-9%	-$108K	1.11%	22
2020 Q2	$1.05M	Buy	42,989 +2,796	+7%	+$63.5K	1.2%	19
2020 Q1	$832K	Sell	40,193 -40,915	-50%	-$1.02M	1.15%	20
2019 Q4	$2.22M	Buy	+81,108	New	+$2.14M	2.27%	17

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

Element Wealth's SCHE Position: Q2 2026 in Review

Element Wealth increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 0.01% in Q2 2026, buying an estimated $107 and bringing the position to 31,104 shares worth $1.13M. The position accounts for 0.42% of the portfolio, ranked #64.

Element Wealth first reported a position in SCHE in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.29M in Q2 2021. 896 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

Element Wealth held 31,104 shares of Schwab Emerging Markets Equity ETF worth $1.13M as of Q2 2026.
Element Wealth bought 3 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $107.
Schwab Emerging Markets Equity ETF made up 0.42% of Element Wealth's portfolio in Q2 2026, its #64 holding.
Element Wealth first reported a position in Schwab Emerging Markets Equity ETF in Q4 2019 and has held it in 27 quarters since.
Element Wealth's Schwab Emerging Markets Equity ETF position peaked at $3.29M in Q2 2021.
896 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Element Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.