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Glassman Wealth Services’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Glassman Wealth Services’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 		$70.3K Sell
1,939
-258
-12% -$9.21K 0.01% 135
2026
Q1 		$72.4K Hold
2,197
– – 0.01% 108
2025
Q4 		$72K Buy
2,197
+49
+2% +$1.63K 0.01% 110
2025
Q3 		$71.7K Hold
2,148
– – 0.01% 104
2025
Q2 		$64.7K Sell
2,148
-645
-23% -$18.3K 0.01% 106
2025
Q1 		$77K Hold
2,793
– – 0.01% 95
2024
Q4 		$74.4K Buy
2,793
+48
+2% +$1.35K 0.01% 94
2024
Q3 		$80.1K Buy
2,745
+2
+0.1% +$54 0.01% 91
2024
Q2 		$72.9K Sell
2,743
-385
-12% -$10K 0.01% 99
2024
Q1 		$79K Hold
3,128
– – 0.02% 97
2023
Q4 		$77.6K Sell
3,128
-744
-19% -$17.9K 0.01% 348
2023
Q3 		$92.7K Buy
3,872
+385
+11% +$9.54K 0.02% 289
2023
Q2 		$85.9K Sell
3,487
-687
-16% -$16.8K 0.01% 289
2023
Q1 		$102K Buy
4,174
+31
+0.7% +$768 0.02% 262
2022
Q4 		$98.1K Buy
4,143
+58
+1% +$1.35K 0.02% 275
2022
Q3 		$91K Hold
4,085
– – 0.02% 262
2022
Q2 		$104K Buy
4,085
+7
+0.2% +$183 0.02% 246
2022
Q1 		$113K Sell
4,078
-465
-10% -$13.5K 0.02% 243
2021
Q4 		$135K Buy
4,543
+1,515
+50% +$46.3K 0.02% 203
2021
Q3 		$92K Sell
3,028
-1,268
-30% -$39.6K 0.02% 255
2021
Q2 		$141K Buy
4,296
+22
+0.5% +$714 0.03% 182
2021
Q1 		$136K Buy
4,274
+312
+8% +$10.2K 0.03% 184
2020
Q4 		$121K Buy
3,962
+63
+2% +$1.83K 0.03% 202
2020
Q3 		$104K Buy
3,899
+3,514
+913% +$93.9K 0.03% 195
2020
Q2 		$9K Hold
385
– – ﹤0.01% 519
2020
Q1 		$8K Hold
385
– – ﹤0.01% 462
2019
Q4 		$11K Buy
+385
New +$10.1K ﹤0.01% 472

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 $104B AUM 28.3% 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

Glassman Wealth Services's SCHE Position: Q2 2026 in Review

Glassman Wealth Services reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 12% in Q2 2026, selling an estimated $9.21K and leaving 1,939 shares worth $70.3K. The position accounts for 0.01% of the portfolio, ranked #135.

Glassman Wealth Services first reported a position in SCHE in Q4 2019 and has held it in 27 quarters since. The position peaked at $141K in Q2 2021. 892 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

  • Glassman Wealth Services held 1,939 shares of Schwab Emerging Markets Equity ETF worth $70.3K as of Q2 2026.
  • Glassman Wealth Services sold 258 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $9.21K.
  • Schwab Emerging Markets Equity ETF made up 0.01% of Glassman Wealth Services's portfolio in Q2 2026, its #135 holding.
  • Glassman Wealth Services first reported a position in Schwab Emerging Markets Equity ETF in Q4 2019 and has held it in 27 quarters since.
  • Glassman Wealth Services's Schwab Emerging Markets Equity ETF position peaked at $141K in Q2 2021.
  • 892 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Glassman Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.