IEQ Capital’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

IEQ Capital’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	$815K	Buy	22,482 +6,568	+41%	+$235K	﹤0.01%	1200
2026 Q1	$524K	Buy	15,914 +1,693	+12%	+$57.8K	﹤0.01%	1282
2025 Q4	$466K	Buy	14,221 +5,074	+55%	+$169K	﹤0.01%	1366
2025 Q3	$305K	Hold	9,147	–	–	﹤0.01%	1518
2025 Q2	$276K	Sell	9,147 -9,935	-52%	-$281K	﹤0.01%	1446
2025 Q1	$526K	Buy	19,082 +10,433	+121%	+$286K	﹤0.01%	954
2024 Q4	$230K	Sell	8,649 -2,073	-19%	-$58.5K	﹤0.01%	1140
2024 Q3	$313K	Buy	10,722 +2,693	+34%	+$72.9K	﹤0.01%	913
2024 Q2	$213K	Hold	8,029	–	–	﹤0.01%	900
2024 Q1	$203K	Sell	8,029 -2,479	-24%	-$60.9K	﹤0.01%	879
2023 Q4	$260K	Buy	10,508 +1,954	+23%	+$47K	﹤0.01%	770
2023 Q3	$205K	Sell	8,554 -423	-5%	-$10.5K	﹤0.01%	834
2023 Q2	$221K	Buy	+8,977	New	+$219K	﹤0.01%	780
2022 Q2	–	Sell	-11,174	Closed	-$310K	–	850
2022 Q1	$310K	Buy	11,174 +3,147	+39%	+$91.1K	0.01%	629
2021 Q4	$238K	Hold	8,027	–	–	0.01%	655
2021 Q3	$245K	Hold	8,027	–	–	0.01%	613
2021 Q2	$264K	Hold	8,027	–	–	0.01%	505
2021 Q1	$255K	Buy	+8,027	New	+$261K	0.01%	404
2020 Q1	–	Sell	-10,011	Closed	-$274K	–	421
2019 Q4	$274K	Buy	+10,011	New	+$264K	0.02%	330

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

IEQ Capital's SCHE Position: Q2 2026 in Review

IEQ Capital increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 41% in Q2 2026, buying an estimated $235K and bringing the position to 22,482 shares worth $815K. The position accounts for ﹤0.01% of the portfolio, ranked #1200.

IEQ Capital first reported a position in SCHE in Q4 2019 and has held it in 19 quarters since. 896 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

IEQ Capital held 22,482 shares of Schwab Emerging Markets Equity ETF worth $815K as of Q2 2026.
IEQ Capital bought 6,568 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $235K.
Schwab Emerging Markets Equity ETF made up ﹤0.01% of IEQ Capital's portfolio in Q2 2026, its #1200 holding.
IEQ Capital first reported a position in Schwab Emerging Markets Equity ETF in Q4 2019 and has held it in 19 quarters since.
896 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.