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Glass Jacobson Investment Advisors’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Glass Jacobson Investment 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 		$97.9K Buy
2,700
+1
+0% +$36 0.03% 257
2026
Q1 		$88.9K Hold
2,699
– – 0.03% 254
2025
Q4 		$88.4K Buy
2,699
+20
+0.7% +$667 0.03% 249
2025
Q3 		$89.4K Buy
2,679
+677
+34% +$21.3K 0.03% 242
2025
Q2 		$60.3K Sell
2,002
-4,803
-71% -$136K 0.02% 278
2025
Q1 		$181K Hold
6,805
– – 0.06% 240
2024
Q4 		$181K Buy
6,805
+1,200
+21% +$33.9K 0.06% 240
2024
Q3 		$164K Buy
5,605
+1,895
+51% +$51.3K 0.05% 238
2024
Q2 		$98.5K Buy
3,710
+1,355
+58% +$35.3K 0.04% 272
2024
Q1 		$59.5K Buy
2,355
+1,840
+357% +$45.2K 0.02% 329
2023
Q4 		$12.8K Hold
515
– – 0.01% 499
2023
Q3 		$12.3K Sell
515
-320
-38% -$7.92K 0.01% 479
2023
Q2 		$20.6K Buy
+835
New +$20.4K 0.01% 426
2022
Q4 		$36.3K Buy
+1,535
New +$35.7K 0.02% 367

Other funds holding SCHE

HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
MCIA
Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return

Glass Jacobson Investment Advisors's SCHE Position: Q2 2026 in Review

Glass Jacobson Investment Advisors increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 0.04% in Q2 2026, buying an estimated $36 and bringing the position to 2,700 shares worth $97.9K. The position accounts for 0.03% of the portfolio, ranked #257.

Glass Jacobson Investment Advisors first reported a position in SCHE in Q4 2022 and has held it in 14 quarters since. The position peaked at $181K in Q1 2025. 691 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

  • Glass Jacobson Investment Advisors held 2,700 shares of Schwab Emerging Markets Equity ETF worth $97.9K as of Q2 2026.
  • Glass Jacobson Investment Advisors bought 1 Schwab Emerging Markets Equity ETF share in Q2 2026, an estimated $36.
  • Schwab Emerging Markets Equity ETF made up 0.03% of Glass Jacobson Investment Advisors's portfolio in Q2 2026, its #257 holding.
  • Glass Jacobson Investment Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q4 2022 and has held it in 14 quarters since.
  • Glass Jacobson Investment Advisors's Schwab Emerging Markets Equity ETF position peaked at $181K in Q1 2025.
  • 691 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.