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Great Valley Advisor Group’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Great Valley Advisor Group’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
Q1 		$3.51M Buy
106,517
+14,736
+16% +$503K 0.06% 263
2025
Q4 		$3.01M Buy
91,781
+1,976
+2% +$65.9K 0.06% 268
2025
Q3 		$3M Sell
89,805
-1,325
-1% -$41.7K 0.06% 258
2025
Q2 		$2.75M Sell
91,130
-4,936
-5% -$140K 0.06% 258
2025
Q1 		$2.65M Sell
96,066
-2,359
-2% -$64.6K 0.06% 263
2024
Q4 		$2.62M Sell
98,425
-6,308
-6% -$178K 0.06% 275
2024
Q3 		$3.06M Sell
104,733
-1
-0% -$27 0.08% 252
2024
Q2 		$2.78M Sell
104,734
-1,684
-2% -$43.9K 0.08% 236
2024
Q1 		$2.69M Sell
106,418
-2,373
-2% -$58.3K 0.08% 229
2023
Q4 		$2.7M Sell
108,791
-4,814
-4% -$116K 0.09% 202
2023
Q3 		$2.72M Sell
113,605
-45
-0% -$1.11K 0.11% 186
2023
Q2 		$2.8M Sell
113,650
-3,794
-3% -$92.7K 0.12% 185
2023
Q1 		$2.88M Buy
117,444
+1,971
+2% +$48.8K 0.13% 174
2022
Q4 		$2.73M Sell
115,473
-10,119
-8% -$236K 0.14% 168
2022
Q3 		$2.81M Sell
125,592
-17,131
-12% -$423K 0.16% 153
2022
Q2 		$3.62M Buy
142,723
+38,662
+37% +$1.01M 0.2% 131
2022
Q1 		$2.89M Buy
104,061
+5,891
+6% +$171K 0.17% 147
2021
Q4 		$2.91M Sell
98,170
-3,958
-4% -$121K 0.18% 137
2021
Q3 		$3.11M Sell
102,128
-441
-0.4% -$13.8K 0.21% 121
2021
Q2 		$3.37M Buy
102,569
+85,345
+496% +$2.77M 0.25% 109
2021
Q1 		$547K Sell
17,224
-19,502
-53% -$635K 0.05% 286
2020
Q4 		$1.13M Sell
36,726
-15,494
-30% -$449K 0.12% 171
2020
Q3 		$1.4M Sell
52,220
-32,226
-38% -$861K 0.17% 131
2020
Q2 		$2.06M Sell
84,446
-83,677
-50% -$1.9M 0.34% 80
2020
Q1 		$3.48M Buy
168,123
+10,867
+7% +$272K 0.92% 22
2019
Q4 		$4.3M Buy
157,256
+17,952
+13% +$473K 0.96% 17
2019
Q3 		$3.5M Buy
139,304
+13,526
+11% +$344K 0.85% 21
2019
Q2 		$3.3M Sell
125,778
-1,056
-0.8% -$27.4K 0.83% 24
2019
Q1 		$3.3M Buy
126,834
+169
+0.1% +$4.28K 1.05% 19
2018
Q4 		$2.98M Buy
+126,665
New +$3.07M 1.11% 17

Other funds holding SCHE

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $10B AUM 15.14% 1-Year Est. Return

Great Valley Advisor Group's SCHE Position: Q1 2026 in Review

Great Valley Advisor Group increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 16% in Q1 2026, buying an estimated $503K and bringing the position to 106,517 shares worth $3.51M. The position accounts for 0.06% of the portfolio, ranked #263.

Great Valley Advisor Group first reported a position in SCHE in Q4 2018 and has held it in 30 quarters since. The position peaked at $4.3M in Q4 2019. 864 funds tracked by Wall St. Rank hold SCHE as of Q1 2026.

  • Great Valley Advisor Group held 106,517 shares of Schwab Emerging Markets Equity ETF worth $3.51M as of Q1 2026.
  • Great Valley Advisor Group bought 14,736 Schwab Emerging Markets Equity ETF shares in Q1 2026, an estimated $503K.
  • Schwab Emerging Markets Equity ETF made up 0.06% of Great Valley Advisor Group's portfolio in Q1 2026, its #263 holding.
  • Great Valley Advisor Group first reported a position in Schwab Emerging Markets Equity ETF in Q4 2018 and has held it in 30 quarters since.
  • Great Valley Advisor Group's Schwab Emerging Markets Equity ETF position peaked at $4.3M in Q4 2019.
  • 864 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.