Lido Advisors
SCHE icon

Lido Advisors’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Lido Advisors’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 		$610K Buy
16,829
+2,786
+20% +$99.5K ﹤0.01% 1361
2026
Q1 		$463K Sell
14,043
-1,827
-12% -$62.4K ﹤0.01% 1342
2025
Q4 		$528K Buy
15,870
+2,305
+17% +$76.9K ﹤0.01% 1274
2025
Q3 		$453K Buy
+13,565
New +$427K ﹤0.01% 1277
2025
Q2 		– Sell
-11,529
Closed -$318K – 1742
2025
Q1 		$318K Sell
11,529
-3,173
-22% -$86.8K ﹤0.01% 1191
2024
Q4 		$392K Sell
14,702
-3,045
-17% -$86K ﹤0.01% 1088
2024
Q3 		$518K Sell
17,747
-6,575
-27% -$178K ﹤0.01% 946
2024
Q2 		$647K Sell
24,322
-2,022
-8% -$52.7K ﹤0.01% 836
2024
Q1 		$665K Buy
+26,344
New +$647K ﹤0.01% 797
2023
Q3 		– Sell
-53,825
Closed -$1.33M – 1295
2023
Q2 		$1.33M Buy
53,825
+13,787
+34% +$337K 0.01% 465
2023
Q1 		$982K Buy
+40,038
New +$992K 0.01% 486
2022
Q4 		– Sell
-35,575
Closed -$796K – 1077
2022
Q3 		$796K Sell
35,575
-390
-1% -$9.64K 0.01% 418
2022
Q2 		$912K Hold
35,965
– – 0.01% 372
2022
Q1 		$998K Sell
35,965
-1
-0% -$29 0.01% 394
2021
Q4 		$1.06M Buy
35,966
+2
+0% +$61 0.01% 408
2021
Q3 		$1.1M Sell
35,964
-9
-0% -$281 0.02% 386
2021
Q2 		$1.18M Buy
35,973
+7
+0% +$227 0.02% 345
2021
Q1 		$1.14M Buy
35,966
+2,004
+6% +$65.3K 0.02% 308
2020
Q4 		$1.04M Buy
33,962
+12,420
+58% +$360K 0.02% 303
2020
Q3 		$576K Sell
21,542
-81
-0.4% -$2.16K 0.01% 350
2020
Q2 		$527K Buy
21,623
+6,881
+47% +$156K 0.02% 341
2020
Q1 		$305K Buy
14,742
+3,711
+34% +$92.8K 0.01% 416
2019
Q4 		$302K Buy
11,031
+2
+0% +$53 0.01% 501
2019
Q3 		$277K Buy
+11,029
New +$281K 0.01% 469

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

Lido Advisors's SCHE Position: Q2 2026 in Review

Lido Advisors increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 20% in Q2 2026, buying an estimated $99.5K and bringing the position to 16,829 shares worth $610K. The position accounts for ﹤0.01% of the portfolio, ranked #1361.

Lido Advisors first reported a position in SCHE in Q3 2019 and has held it in 24 quarters since. The position peaked at $1.33M in Q2 2023. 892 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

  • Lido Advisors held 16,829 shares of Schwab Emerging Markets Equity ETF worth $610K as of Q2 2026.
  • Lido Advisors bought 2,786 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $99.5K.
  • Schwab Emerging Markets Equity ETF made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1361 holding.
  • Lido Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q3 2019 and has held it in 24 quarters since.
  • Lido Advisors's Schwab Emerging Markets Equity ETF position peaked at $1.33M in Q2 2023.
  • 892 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.