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

Fortis Capital 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	$1.13M	Sell	31,249 -584	-2%	-$20.9K	0.13%	145
2026 Q1	$1.05M	Buy	31,833 +1,581	+5%	+$54K	0.14%	125
2025 Q4	$991K	Buy	30,252 +357	+1%	+$11.9K	0.15%	123
2025 Q3	$998K	Buy	29,895 +6,958	+30%	+$219K	0.16%	103
2025 Q2	$691K	Sell	22,937 -5,966	-21%	-$169K	0.12%	129
2025 Q1	$797K	Buy	+28,903	New	+$791K	0.16%	110
2023 Q1	–	Sell	-300	Closed	-$7.1K	–	751
2022 Q4	$7.1K	Buy	+300	New	+$6.98K	﹤0.01%	499

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

Fortis Capital Advisors's SCHE Position: Q2 2026 in Review

Fortis Capital Advisors reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 1.8% in Q2 2026, selling an estimated $20.9K and leaving 31,249 shares worth $1.13M. The position accounts for 0.13% of the portfolio, ranked #145.

Fortis Capital Advisors first reported a position in SCHE in Q4 2022 and has held it in 7 quarters since. 892 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

Fortis Capital Advisors held 31,249 shares of Schwab Emerging Markets Equity ETF worth $1.13M as of Q2 2026.
Fortis Capital Advisors sold 584 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $20.9K.
Schwab Emerging Markets Equity ETF made up 0.13% of Fortis Capital Advisors's portfolio in Q2 2026, its #145 holding.
Fortis Capital Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q4 2022 and has held it in 7 quarters since.
892 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Fortis Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.