Golden State Wealth Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Golden State Wealth Management’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	$378K	Hold	10,416	–	–	0.03%	324
2026 Q1	$343K	Sell	10,416 -31	-0.3%	-$1.06K	0.04%	307
2025 Q4	$342K	Hold	10,447	–	–	0.04%	308
2025 Q3	$349K	Hold	10,447	–	–	0.04%	296
2025 Q2	$315K	Sell	10,447 -9,825	-48%	-$278K	0.04%	294
2025 Q1	$559K	Sell	20,272 -4,228	-17%	-$116K	0.08%	188
2024 Q4	$652K	Buy	+24,500	New	+$692K	0.1%	166
2022 Q1	$252K	Buy	9,075 +1,996	+28%	+$57.8K	0.05%	262
2021 Q4	$210K	Hold	7,079	–	–	0.04%	348
2021 Q3	$216K	Buy	7,079 +889	+14%	+$27.8K	0.05%	280
2021 Q2	$204K	Buy	+6,190	New	+$201K	0.05%	288
2020 Q4	–	Sell	-8,132	Closed	-$218K	–	383
2020 Q3	$218K	Buy	+8,132	New	+$217K	0.07%	185
2020 Q2	–	Sell	-8,132	Closed	-$168K	–	788
2020 Q1	$168K	Sell	8,132 -1,890,627	-100%	-$47.3M	0.07%	176
2019 Q4	$52M	Buy	1,898,759 +1,890,622	+23,235%	+$49.8M	9.93%	6
2019 Q3	$204K	Buy	8,137 +5	+0.1%	+$127	0.07%	198
2019 Q2	$213K	Sell	8,132 -4,472	-35%	-$116K	0.07%	214
2019 Q1	$328K	Buy	+12,604	New	+$319K	0.11%	160

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

Golden State Wealth Management's SCHE Position: Q2 2026 in Review

Golden State Wealth Management held its Schwab Emerging Markets Equity ETF (SCHE) position steady in Q2 2026 at 10,416 shares worth $378K. The position accounts for 0.03% of the portfolio, ranked #324.

Golden State Wealth Management first reported a position in SCHE in Q1 2019 and has held it in 17 quarters since. The position peaked at $52M in Q4 2019. 896 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

Golden State Wealth Management held 10,416 shares of Schwab Emerging Markets Equity ETF worth $378K as of Q2 2026.
Golden State Wealth Management left its Schwab Emerging Markets Equity ETF share count unchanged in Q2 2026.
Schwab Emerging Markets Equity ETF made up 0.03% of Golden State Wealth Management's portfolio in Q2 2026, its #324 holding.
Golden State Wealth Management first reported a position in Schwab Emerging Markets Equity ETF in Q1 2019 and has held it in 17 quarters since.
Golden State Wealth Management's Schwab Emerging Markets Equity ETF position peaked at $52M in Q4 2019.
896 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.