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Johnson Financial Group LLC (Colorado)’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Johnson Financial Group LLC (Colorado)’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 		$6.63M Sell
182,738
-3,894
-2% -$139K 0.36% 20
2026
Q1 		$6.15M Sell
186,632
-4,941
-3% -$169K 0.41% 16
2025
Q4 		$6.27M Buy
191,573
+37,218
+24% +$1.24M 0.39% 16
2025
Q3 		$5.15M Hold
154,355
– – 0.47% 13
2025
Q2 		$4.65M Sell
154,355
-34,182
-18% -$968K 0.44% 13
2025
Q1 		$5.2M Sell
188,537
-18,257
-9% -$500K 0.55% 12
2024
Q4 		$5.51M Buy
206,794
+181,583
+720% +$5.13M 0.64% 12
2024
Q3 		$736K Sell
25,211
-1,068
-4% -$28.9K 0.09% 26
2024
Q2 		$698K Hold
26,279
– – 0.09% 22
2024
Q1 		$664K Sell
26,279
-30,451
-54% -$748K 0.08% 26
2023
Q4 		$1.41M Buy
+56,730
New +$1.36M 0.18% 26
2022
Q4 		– Sell
-381,200
Closed -$8.54M – 48
2022
Q3 		$8.54M Buy
381,200
+359,818
+1,683% +$8.89M 1.17% 16
2022
Q2 		$542K Buy
+21,382
New +$559K 0.11% 28
2022
Q1 		– Sell
-67,036
Closed -$1.99M – 78
2021
Q4 		$1.99M Buy
+67,036
New +$2.05M 0.32% 17
2019
Q1 		– Sell
-127,539
Closed -$3M – 29
2018
Q4 		$3M Buy
+127,539
New +$3.09M 1.62% 15

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Creative Planning
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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

Johnson Financial Group LLC (Colorado)'s SCHE Position: Q2 2026 in Review

Johnson Financial Group LLC (Colorado) reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 2.1% in Q2 2026, selling an estimated $139K and leaving 182,738 shares worth $6.63M. The position accounts for 0.36% of the portfolio, ranked #20.

Johnson Financial Group LLC (Colorado) first reported a position in SCHE in Q4 2018 and has held it in 15 quarters since. The position peaked at $8.54M in Q3 2022. 896 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

  • Johnson Financial Group LLC (Colorado) held 182,738 shares of Schwab Emerging Markets Equity ETF worth $6.63M as of Q2 2026.
  • Johnson Financial Group LLC (Colorado) sold 3,894 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $139K.
  • Schwab Emerging Markets Equity ETF made up 0.36% of Johnson Financial Group LLC (Colorado)'s portfolio in Q2 2026, its #20 holding.
  • Johnson Financial Group LLC (Colorado) first reported a position in Schwab Emerging Markets Equity ETF in Q4 2018 and has held it in 15 quarters since.
  • Johnson Financial Group LLC (Colorado)'s Schwab Emerging Markets Equity ETF position peaked at $8.54M in Q3 2022.
  • 896 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Johnson Financial Group LLC (Colorado)'s 13F filing for Q2 2026, filed 6 Aug 2026.