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

Ethos 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	$4.13M	Sell	118,329 -10,512	-8%	-$375K	0.28%	80
2026 Q1	$4.25M	Buy	128,841 +4,899	+4%	+$167K	0.31%	79
2025 Q4	$4.06M	Sell	123,942 -119	-0.1%	-$3.97K	0.3%	79
2025 Q3	$4.14M	Sell	124,061 -102	-0.1%	-$3.21K	0.32%	75
2025 Q2	$3.74M	Buy	124,163 +10,390	+9%	+$294K	0.32%	77
2025 Q1	$3.03M	Buy	113,773 +188	+0.2%	+$5.15K	0.29%	80
2024 Q4	$3.02M	Buy	113,585 +3,993	+4%	+$113K	0.39%	62
2024 Q3	$3.2M	Buy	109,592 +2,606	+2%	+$70.5K	0.53%	41
2024 Q2	$2.85M	Buy	106,986 +3,754	+4%	+$97.8K	0.5%	47
2024 Q1	$2.61M	Buy	103,232 +10,968	+12%	+$270K	0.49%	50
2023 Q4	$2.29M	Buy	92,264 +2,667	+3%	+$64.1K	0.49%	47
2023 Q3	$2.14M	Sell	89,597 -9,574	-10%	-$237K	0.55%	44
2023 Q2	$2.43M	Hold	99,171	–	–	0.82%	32
2023 Q1	$2.43M	Buy	+99,171	New	+$2.46M	0.76%	34

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

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

Ethos Financial Group reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 8.2% in Q2 2026, selling an estimated $375K and leaving 118,329 shares worth $4.13M. The position accounts for 0.28% of the portfolio, ranked #80.

Ethos Financial Group first reported a position in SCHE in Q1 2023 and has held it in 14 quarters since. The position peaked at $4.25M in Q1 2026. 892 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

Ethos Financial Group held 118,329 shares of Schwab Emerging Markets Equity ETF worth $4.13M as of Q2 2026.
Ethos Financial Group sold 10,512 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $375K.
Schwab Emerging Markets Equity ETF made up 0.28% of Ethos Financial Group's portfolio in Q2 2026, its #80 holding.
Ethos Financial Group first reported a position in Schwab Emerging Markets Equity ETF in Q1 2023 and has held it in 14 quarters since.
Ethos Financial Group's Schwab Emerging Markets Equity ETF position peaked at $4.25M in Q1 2026.
892 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.