JGCM
SCHE icon

Joseph Group Capital Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Joseph Group Capital 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 		$45.3K Buy
+1,249
New +$44.6K 0.01% 136
2026
Q1 		– Sell
-1,249
Closed -$40.9K – 388
2025
Q4 		$40.9K Hold
1,249
– – 0.01% 92
2025
Q3 		$41.7K Hold
1,249
– – 0.01% 78
2025
Q2 		$37.6K Hold
1,249
– – 0.01% 77
2025
Q1 		$34.4K Hold
1,249
– – 0.01% 79
2024
Q4 		$33.3K Hold
1,249
– – 0.01% 77
2024
Q3 		$36.4K Buy
+1,249
New +$33.8K 0.01% 71
2024
Q2 		– Sell
-1,249
Closed -$31.5K – 82
2024
Q1 		$31.5K Sell
1,249
-271
-18% -$6.66K 0.02% 73
2023
Q4 		$37.7K Sell
1,520
-278
-15% -$6.68K 0.02% 69
2023
Q3 		$43K Sell
1,798
-132,400
-99% -$3.28M 0.03% 65
2023
Q2 		$3.31M Buy
134,198
+4,807
+4% +$117K 2.78% 7
2023
Q1 		$3.17M Sell
129,391
-28
-0% -$694 2.78% 6
2022
Q4 		$3.06M Sell
129,419
-45,046
-26% -$1.05M 2.91% 7
2022
Q3 		$3.91M Buy
174,465
+7,316
+4% +$181K 4.27% 5
2022
Q2 		$4.24M Buy
167,149
+8,798
+6% +$230K 4.25% 6
2022
Q1 		$4.4M Buy
158,351
+8,847
+6% +$256K 4.43% 5
2021
Q4 		$4.43M Buy
+149,504
New +$4.57M 4.26% 6

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 $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

Joseph Group Capital Management's SCHE Position: Q2 2026 in Review

Joseph Group Capital Management opened a new position in Schwab Emerging Markets Equity ETF (SCHE) in Q2 2026: 1,249 shares worth $45.3K. The stake represents 0.01% of the portfolio and ranks #136 among its holdings. This is a return to the name: Joseph Group Capital Management previously reported a position in SCHE as recently as Q4 2025.

Joseph Group Capital Management first reported a position in SCHE in Q4 2021 and has held it in 17 quarters since. The position peaked at $4.43M in Q4 2021. 896 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

  • Joseph Group Capital Management held 1,249 shares of Schwab Emerging Markets Equity ETF worth $45.3K as of Q2 2026.
  • Schwab Emerging Markets Equity ETF was a new Joseph Group Capital Management position in Q2 2026.
  • Schwab Emerging Markets Equity ETF made up 0.01% of Joseph Group Capital Management's portfolio in Q2 2026, its #136 holding.
  • Joseph Group Capital Management first reported a position in Schwab Emerging Markets Equity ETF in Q4 2021 and has held it in 17 quarters since.
  • Joseph Group Capital Management's Schwab Emerging Markets Equity ETF position peaked at $4.43M in Q4 2021.
  • 896 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Joseph Group Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.