Evolution Advisers’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Evolution Advisers’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	$177K	Hold	4,908	–	–	0.07%	54
2026 Q1	$161K	Sell	4,908 -466	-9%	-$15.9K	0.07%	49
2025 Q4	$175K	Buy	5,374 +517	+11%	+$17.2K	0.08%	48
2025 Q3	$163K	Sell	4,857 -100	-2%	-$3.15K	0.07%	48
2025 Q2	$149K	Hold	4,957	–	–	0.07%	49
2025 Q1	$136K	Hold	4,957	–	–	0.07%	50
2024 Q4	$132K	Hold	4,957	–	–	0.07%	47
2024 Q3	$144K	Sell	4,957 -223	-4%	-$6.04K	0.08%	45
2024 Q2	$137K	Sell	5,180 -509	-9%	-$13.3K	0.08%	45
2024 Q1	$144K	Sell	5,689 -261	-4%	-$6.41K	0.09%	45
2023 Q4	$146K	Hold	5,950	–	–	0.09%	43
2023 Q3	$142K	Sell	5,950 -1,197	-17%	-$29.6K	0.1%	39
2023 Q2	$176K	Buy	7,147 +1,247	+21%	+$30.5K	0.12%	36
2023 Q1	$144K	Sell	5,900 -1,298	-18%	-$32.2K	0.1%	39
2022 Q4	$170K	Buy	7,198 +3,956	+122%	+$92.1K	0.13%	35
2022 Q3	$72K	Sell	3,242 -4,360	-57%	-$108K	0.06%	46
2022 Q2	$191K	Buy	7,602 +818	+12%	+$21.4K	0.16%	32
2022 Q1	$188K	Buy	6,784 +6,730	+12,463%	+$195K	0.14%	35
2021 Q4	$1K	Buy	+54	New	+$1.65K	﹤0.01%	139

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 $103B AUM 28.65% 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

Evolution Advisers's SCHE Position: Q2 2026 in Review

Evolution Advisers held its Schwab Emerging Markets Equity ETF (SCHE) position steady in Q2 2026 at 4,908 shares worth $177K. The position accounts for 0.07% of the portfolio, ranked #54.

Evolution Advisers first reported a position in SCHE in Q4 2021 and has held it in 19 quarters since. The position peaked at $191K in Q2 2022. 892 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

Evolution Advisers held 4,908 shares of Schwab Emerging Markets Equity ETF worth $177K as of Q2 2026.
Evolution Advisers left its Schwab Emerging Markets Equity ETF share count unchanged in Q2 2026.
Schwab Emerging Markets Equity ETF made up 0.07% of Evolution Advisers's portfolio in Q2 2026, its #54 holding.
Evolution Advisers first reported a position in Schwab Emerging Markets Equity ETF in Q4 2021 and has held it in 19 quarters since.
Evolution Advisers's Schwab Emerging Markets Equity ETF position peaked at $191K in Q2 2022.
892 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Evolution Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.