Keyvantage Wealth’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Keyvantage Wealth’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	$666K	Sell	18,364 -902	-5%	-$32.2K	0.25%	51
2026 Q1	$635K	Sell	19,266 -12,769	-40%	-$436K	0.28%	56
2025 Q4	$1.05M	Sell	32,035 -213	-0.7%	-$7.1K	0.45%	36
2025 Q3	$1.08M	Sell	32,248 -272	-0.8%	-$8.57K	0.45%	29
2025 Q2	$980K	Sell	32,520 -2,533	-7%	-$71.7K	0.44%	31
2025 Q1	$966K	Sell	35,053 -41,318	-54%	-$1.13M	0.47%	32
2024 Q4	$2.03M	Buy	+76,371	New	+$2.16M	1.45%	19

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

Keyvantage Wealth's SCHE Position: Q2 2026 in Review

Keyvantage Wealth reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 4.7% in Q2 2026, selling an estimated $32.2K and leaving 18,364 shares worth $666K. The position accounts for 0.25% of the portfolio, ranked #51.

Keyvantage Wealth first reported a position in SCHE in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.03M in Q4 2024. 896 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

Keyvantage Wealth held 18,364 shares of Schwab Emerging Markets Equity ETF worth $666K as of Q2 2026.
Keyvantage Wealth sold 902 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $32.2K.
Schwab Emerging Markets Equity ETF made up 0.25% of Keyvantage Wealth's portfolio in Q2 2026, its #51 holding.
Keyvantage Wealth first reported a position in Schwab Emerging Markets Equity ETF in Q4 2024 and has held it in 7 quarters since.
Keyvantage Wealth's Schwab Emerging Markets Equity ETF position peaked at $2.03M in Q4 2024.
896 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Keyvantage Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.