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

Lodestone Wealth 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 		$30.9K Hold
852
– – 0.01% 359
2026
Q1 		$28.1K Hold
852
– – 0.01% 362
2025
Q4 		$27.9K Buy
+852
New +$28.4K 0.01% 367

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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

Lodestone Wealth Management's SCHE Position: Q2 2026 in Review

Lodestone Wealth Management held its Schwab Emerging Markets Equity ETF (SCHE) position steady in Q2 2026 at 852 shares worth $30.9K. The position accounts for 0.01% of the portfolio, ranked #359.

Lodestone Wealth Management first reported a position in SCHE in Q4 2025 and has held it in 3 quarters since. 892 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

  • Lodestone Wealth Management held 852 shares of Schwab Emerging Markets Equity ETF worth $30.9K as of Q2 2026.
  • Lodestone Wealth Management left its Schwab Emerging Markets Equity ETF share count unchanged in Q2 2026.
  • Schwab Emerging Markets Equity ETF made up 0.01% of Lodestone Wealth Management's portfolio in Q2 2026, its #359 holding.
  • Lodestone Wealth Management first reported a position in Schwab Emerging Markets Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 892 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.