Forvis Mazars Wealth Advisors’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Forvis Mazars Wealth 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	$222K	Buy	+6,119	New	+$218K	﹤0.01%	415
2025 Q2	–	Sell	-9,152	Closed	-$252K	–	405
2025 Q1	$252K	Buy	9,152 +708	+8%	+$19.4K	0.01%	361
2024 Q4	$225K	Sell	8,444 -263	-3%	-$7.42K	0.01%	407
2024 Q3	$254K	Sell	8,707 -270	-3%	-$7.31K	0.01%	402
2024 Q2	$238K	Hold	8,977	–	–	0.01%	379
2024 Q1	$227K	Hold	8,977	–	–	0.01%	376
2023 Q4	$223K	Sell	8,977 -15,885	-64%	-$382K	0.01%	367
2023 Q3	$595K	Buy	24,862 +611	+3%	+$15.1K	0.02%	247
2023 Q2	$597K	Buy	24,251 +2,434	+11%	+$59.5K	0.02%	266
2023 Q1	$535K	Hold	21,817	–	–	0.02%	260
2022 Q4	$516K	Buy	+21,817	New	+$508K	0.02%	257

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

Forvis Mazars Wealth Advisors's SCHE Position: Q2 2026 in Review

Forvis Mazars Wealth Advisors opened a new position in Schwab Emerging Markets Equity ETF (SCHE) in Q2 2026: 6,119 shares worth $222K. The stake represents ﹤0.01% of the portfolio and ranks #415 among its holdings. This is a return to the name: Forvis Mazars Wealth Advisors previously reported a position in SCHE as recently as Q1 2025.

Forvis Mazars Wealth Advisors first reported a position in SCHE in Q4 2022 and has held it in 11 quarters since. The position peaked at $597K in Q2 2023. 898 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

Forvis Mazars Wealth Advisors held 6,119 shares of Schwab Emerging Markets Equity ETF worth $222K as of Q2 2026.
Schwab Emerging Markets Equity ETF was a new Forvis Mazars Wealth Advisors position in Q2 2026.
Schwab Emerging Markets Equity ETF made up ﹤0.01% of Forvis Mazars Wealth Advisors's portfolio in Q2 2026, its #415 holding.
Forvis Mazars Wealth Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q4 2022 and has held it in 11 quarters since.
Forvis Mazars Wealth Advisors's Schwab Emerging Markets Equity ETF position peaked at $597K in Q2 2023.
898 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.