Emerald Advisors’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Emerald Advisors’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	$1.38M	Sell	38,012 -390	-1%	-$13.9K	0.17%	46
2026 Q1	$1.27M	Sell	38,402 -201	-0.5%	-$6.86K	0.16%	46
2025 Q4	$1.26M	Sell	38,603 -1,370	-3%	-$45.7K	0.17%	44
2025 Q3	$1.33M	Sell	39,973 -245	-0.6%	-$7.72K	0.18%	35
2025 Q2	$1.21M	Buy	+40,218	New	+$1.14M	0.16%	34
2024 Q2	–	Sell	-11,762	Closed	-$297K	–	97
2024 Q1	$297K	Sell	11,762 -3,719	-24%	-$91.4K	0.05%	77
2023 Q4	$384K	Buy	+15,481	New	+$372K	0.07%	62
2022 Q4	–	Sell	-14,098	Closed	-$316K	–	82
2022 Q3	$316K	Buy	+14,098	New	+$348K	0.09%	64

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

Emerald Advisors's SCHE Position: Q2 2026 in Review

Emerald Advisors reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 1% in Q2 2026, selling an estimated $13.9K and leaving 38,012 shares worth $1.38M. The position accounts for 0.17% of the portfolio, ranked #46.

Emerald Advisors first reported a position in SCHE in Q3 2022 and has held it in 8 quarters since. 896 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

Emerald Advisors held 38,012 shares of Schwab Emerging Markets Equity ETF worth $1.38M as of Q2 2026.
Emerald Advisors sold 390 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $13.9K.
Schwab Emerging Markets Equity ETF made up 0.17% of Emerald Advisors's portfolio in Q2 2026, its #46 holding.
Emerald Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q3 2022 and has held it in 8 quarters since.
896 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Emerald Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.