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

Geometric 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 		$539K Buy
14,860
+834
+6% +$29.8K 0.06% 55
2026
Q1 		$462K Buy
14,026
+846
+6% +$28.9K 0.06% 56
2025
Q4 		$432K Buy
13,180
+32
+0.2% +$1.07K 0.06% 57
2025
Q3 		$439K Hold
13,148
– – 0.06% 56
2025
Q2 		$396K Sell
13,148
-1,839
-12% -$52.1K 0.06% 57
2025
Q1 		$413K Buy
14,987
+700
+5% +$19.2K 0.07% 51
2024
Q4 		$380K Buy
14,287
+731
+5% +$20.6K 0.07% 52
2024
Q3 		$396K Buy
13,556
+4
+0% +$108 0.07% 50
2024
Q2 		$360K Hold
13,552
– – 0.07% 44
2024
Q1 		$342K Buy
13,552
+552
+4% +$13.6K 0.08% 31
2023
Q4 		$322K Buy
13,000
+810
+7% +$19.5K 0.09% 30
2023
Q3 		$292K Hold
12,190
– – 0.09% 29
2023
Q2 		$310K Buy
12,190
+63
+0.5% +$1.54K 0.1% 25
2023
Q1 		$294K Buy
12,127
+518
+4% +$12.8K 0.1% 25
2022
Q4 		$275K Buy
11,609
+689
+6% +$16K 0.11% 24
2022
Q3 		$245K Sell
10,920
-93
-0.8% -$2.3K 0.12% 23
2022
Q2 		$280K Buy
11,013
+32
+0.3% +$836 0.14% 24
2022
Q1 		$305K Buy
+10,981
New +$318K 0.91% 23

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

Geometric Wealth Advisors's SCHE Position: Q2 2026 in Review

Geometric Wealth Advisors increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 5.9% in Q2 2026, buying an estimated $29.8K and bringing the position to 14,860 shares worth $539K. The position accounts for 0.06% of the portfolio, ranked #55.

Geometric Wealth Advisors first reported a position in SCHE in Q1 2022 and has held it in 18 quarters since. 892 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

  • Geometric Wealth Advisors held 14,860 shares of Schwab Emerging Markets Equity ETF worth $539K as of Q2 2026.
  • Geometric Wealth Advisors bought 834 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $29.8K.
  • Schwab Emerging Markets Equity ETF made up 0.06% of Geometric Wealth Advisors's portfolio in Q2 2026, its #55 holding.
  • Geometric Wealth Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q1 2022 and has held it in 18 quarters since.
  • 892 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Geometric Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.