Gilbert & Cook’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Gilbert & Cook’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	$369K	Sell	10,187 -843	-8%	-$30.1K	0.04%	179
2026 Q1	$363K	Hold	11,030	–	–	0.05%	172
2025 Q4	$361K	Hold	11,030	–	–	0.05%	180
2025 Q3	$368K	Hold	11,030	–	–	0.05%	169
2025 Q2	$332K	Sell	11,030 -347	-3%	-$9.82K	0.04%	175
2025 Q1	$314K	Buy	11,377 +347	+3%	+$9.5K	0.05%	169
2024 Q4	$294K	Hold	11,030	–	–	0.04%	176
2024 Q3	$322K	Hold	11,030	–	–	0.04%	174
2024 Q2	$293K	Hold	11,030	–	–	0.04%	176
2024 Q1	$279K	Hold	11,030	–	–	0.04%	194
2023 Q4	$273K	Hold	11,030	–	–	0.04%	197
2023 Q3	$264K	Hold	11,030	–	–	0.04%	187
2023 Q2	$272K	Hold	11,030	–	–	0.04%	179
2023 Q1	$270K	Hold	11,030	–	–	0.05%	186
2022 Q4	$261K	Hold	11,030	–	–	0.05%	184
2022 Q3	$241K	Buy	+11,030	New	+$273K	0.05%	184

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

Gilbert & Cook's SCHE Position: Q2 2026 in Review

Gilbert & Cook reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 7.6% in Q2 2026, selling an estimated $30.1K and leaving 10,187 shares worth $369K. The position accounts for 0.04% of the portfolio, ranked #179.

Gilbert & Cook first reported a position in SCHE in Q3 2022 and has held it in 16 quarters since. 896 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

Gilbert & Cook held 10,187 shares of Schwab Emerging Markets Equity ETF worth $369K as of Q2 2026.
Gilbert & Cook sold 843 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $30.1K.
Schwab Emerging Markets Equity ETF made up 0.04% of Gilbert & Cook's portfolio in Q2 2026, its #179 holding.
Gilbert & Cook first reported a position in Schwab Emerging Markets Equity ETF in Q3 2022 and has held it in 16 quarters since.
896 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Gilbert & Cook's 13F filing for Q2 2026, filed 28 Jul 2026.