EFG
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Elevated Financial Group’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Elevated Financial 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 		$1.75M Sell
48,133
-1,399
-3% -$50K 0.48% 30
2026
Q1 		$1.63M Sell
49,532
-1,481
-3% -$50.6K 0.53% 30
2025
Q4 		$1.67M Buy
+51,013
New +$1.7M 0.58% 27

Other funds holding SCHE

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Elevated Financial Group's SCHE Position: Q2 2026 in Review

Elevated Financial Group reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 2.8% in Q2 2026, selling an estimated $50K and leaving 48,133 shares worth $1.75M. The position accounts for 0.48% of the portfolio, ranked #30.

Elevated Financial Group first reported a position in SCHE in Q4 2025 and has held it in 3 quarters since. 892 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

  • Elevated Financial Group held 48,133 shares of Schwab Emerging Markets Equity ETF worth $1.75M as of Q2 2026.
  • Elevated Financial Group sold 1,399 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $50K.
  • Schwab Emerging Markets Equity ETF made up 0.48% of Elevated Financial Group's portfolio in Q2 2026, its #30 holding.
  • Elevated Financial Group first reported a position in Schwab Emerging Markets Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 892 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Elevated Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.