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Guardian Wealth Advisors (North Carolina)’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		– Sell
-4,116
Closed -$136K – 552
2026
Q1 		$136K Buy
+4,116
New +$141K 0.01% 374
2025
Q3 		– Sell
-4,143
Closed -$125K – 506
2025
Q2 		$125K Sell
4,143
-189
-4% -$5.35K 0.01% 352
2025
Q1 		$119K Hold
4,332
– – 0.01% 337
2024
Q4 		$115K Buy
4,332
+334
+8% +$9.43K 0.01% 332
2024
Q3 		$117K Buy
3,998
+492
+14% +$13.3K 0.01% 278
2024
Q2 		$93.1K Buy
3,506
+463
+15% +$12.1K 0.01% 278
2024
Q1 		$76.8K Buy
3,043
+596
+24% +$14.6K 0.01% 295
2023
Q4 		$60.6K Buy
2,447
+64
+3% +$1.54K 0.01% 286
2023
Q3 		$57K Buy
2,383
+256
+12% +$6.34K 0.01% 283
2023
Q2 		$52.4K Buy
2,127
+421
+25% +$10.3K 0.01% 279
2023
Q1 		$41.8K Buy
1,706
+39
+2% +$966 0.01% 281
2022
Q4 		$39.5K Sell
1,667
-841
-34% -$19.6K 0.01% 270
2022
Q3 		$56K Buy
2,508
+353
+16% +$8.72K 0.01% 232
2022
Q2 		$55K Buy
+2,155
New +$56.3K 0.01% 232
2022
Q1 		– Sell
-204
Closed -$6K – 278
2021
Q4 		$6K Buy
+204
New +$6.23K ﹤0.01% 219

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 $103B AUM 28.65% 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

Guardian Wealth Advisors (North Carolina)'s SCHE Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q2 2026, closing a stake of 4,116 shares — an estimated $136K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in SCHE in Q4 2021 and held it in 15 quarters. The position peaked at $136K in Q1 2026. 892 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

  • Guardian Wealth Advisors (North Carolina) reported no remaining Schwab Emerging Markets Equity ETF position as of Q2 2026 after selling out during the quarter.
  • Guardian Wealth Advisors (North Carolina) sold 4,116 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $136K.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Schwab Emerging Markets Equity ETF in Q4 2021 and held it in 15 quarters.
  • Guardian Wealth Advisors (North Carolina)'s Schwab Emerging Markets Equity ETF position peaked at $136K in Q1 2026.
  • 892 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.