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

Fortis Capital Management’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 		$5.68M Buy
156,693
+5,121
+3% +$183K 0.64% 42
2026
Q1 		$4.99M Buy
151,572
+12,500
+9% +$427K 0.51% 45
2025
Q4 		$4.55M Sell
139,072
-13,230
-9% -$441K 0.6% 45
2025
Q3 		$5.08M Buy
152,302
+7,640
+5% +$241K 0.71% 44
2025
Q2 		$4.36M Buy
144,662
+2,192
+2% +$62.1K 0.68% 44
2025
Q1 		$3.93M Buy
142,470
+27,266
+24% +$746K 0.76% 42
2024
Q4 		$3.07M Sell
115,204
-2,136
-2% -$60.3K 0.57% 48
2024
Q3 		$3.42M Buy
117,340
+3,275
+3% +$88.6K 0.69% 39
2024
Q2 		$3.03M Buy
114,065
+4,622
+4% +$120K 0.65% 42
2024
Q1 		$2.76M Buy
109,443
+2,963
+3% +$72.8K 0.72% 27
2023
Q4 		$2.64M Sell
106,480
-1,161
-1% -$27.9K 0.68% 30
2023
Q3 		$2.58M Sell
107,641
-15,485
-13% -$384K 0.8% 25
2023
Q2 		$3.03M Sell
123,126
-18,771
-13% -$459K 1.07% 17
2023
Q1 		$3.48M Buy
141,897
+28,520
+25% +$707K 1.41% 14
2022
Q4 		$2.68M Buy
113,377
+24,596
+28% +$573K 1.99% 13
2022
Q3 		$1.99M Buy
88,781
+16,438
+23% +$406K 1.7% 18
2022
Q2 		$1.84M Sell
72,343
-11,015
-13% -$288K 1.8% 15
2022
Q1 		$2.31M Buy
83,358
+18,140
+28% +$525K 1.18% 30
2021
Q4 		$1.93M Buy
65,218
+13,754
+27% +$420K 1% 30
2021
Q3 		$1.57M Buy
51,464
+2,766
+6% +$86.4K 0.84% 55
2021
Q2 		$1.6M Buy
48,698
+11,433
+31% +$371K 0.81% 62
2021
Q1 		$1.18M Buy
37,265
+4,686
+14% +$153K 0.68% 73
2020
Q4 		$999K Buy
32,579
+1,759
+6% +$51K 0.76% 55
2020
Q3 		$825K Buy
30,820
+302
+1% +$8.07K 0.66% 64
2020
Q2 		$743K Sell
30,518
-3,332
-10% -$75.7K 0.84% 47
2020
Q1 		$700K Sell
33,850
-2,587
-7% -$64.7K 2.08% 22
2019
Q4 		$997K Buy
+36,437
New +$960K 0.88% 56

Other funds holding SCHE

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Fortis Capital Management increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 3.4% in Q2 2026, buying an estimated $183K and bringing the position to 156,693 shares worth $5.68M. The position accounts for 0.64% of the portfolio, ranked #42.

Fortis Capital Management first reported a position in SCHE in Q4 2019 and has held it in 27 quarters since. 892 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

  • Fortis Capital Management held 156,693 shares of Schwab Emerging Markets Equity ETF worth $5.68M as of Q2 2026.
  • Fortis Capital Management bought 5,121 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $183K.
  • Schwab Emerging Markets Equity ETF made up 0.64% of Fortis Capital Management's portfolio in Q2 2026, its #42 holding.
  • Fortis Capital Management first reported a position in Schwab Emerging Markets Equity ETF in Q4 2019 and has held it in 27 quarters since.
  • 892 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Fortis Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.