Fiduciary Alliance’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Fiduciary Alliance’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	$553K	Sell	15,255 -3,014	-16%	-$108K	0.04%	353
2026 Q1	$646K	Buy	+18,269	New	+$624K	0.04%	331
2023 Q3	–	Sell	-6,401	Closed	-$158K	–	788
2023 Q2	$158K	Buy	+6,401	New	+$156K	0.03%	165
2023 Q1	–	Sell	-6,171	Closed	-$146K	–	723
2022 Q4	$146K	Buy	+6,171	New	+$144K	0.04%	141

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

Fiduciary Alliance's SCHE Position: Q2 2026 in Review

Fiduciary Alliance reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 16% in Q2 2026, selling an estimated $108K and leaving 15,255 shares worth $553K. The position accounts for 0.04% of the portfolio, ranked #353.

Fiduciary Alliance first reported a position in SCHE in Q4 2022 and has held it in 4 quarters since. The position peaked at $646K in Q1 2026. 892 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

Fiduciary Alliance held 15,255 shares of Schwab Emerging Markets Equity ETF worth $553K as of Q2 2026.
Fiduciary Alliance sold 3,014 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $108K.
Schwab Emerging Markets Equity ETF made up 0.04% of Fiduciary Alliance's portfolio in Q2 2026, its #353 holding.
Fiduciary Alliance first reported a position in Schwab Emerging Markets Equity ETF in Q4 2022 and has held it in 4 quarters since.
Fiduciary Alliance's Schwab Emerging Markets Equity ETF position peaked at $646K in Q1 2026.
892 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.