Lowe Brockenbrough & Co
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Lowe Brockenbrough & Co’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Lowe Brockenbrough & Co’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
Q3 		$930K Sell
25,506
-4,097
-14% -$150K 0.04% 194
2026
Q2 		$1.07M Sell
29,603
-5,965
-17% -$213K 0.05% 177
2026
Q1 		$1.17M Sell
35,568
-1,145
-3% -$39.1K 0.06% 166
2025
Q4 		$1.2M Sell
36,713
-430
-1% -$14.3K 0.06% 169
2025
Q3 		$1.24M Sell
37,143
-965
-3% -$30.4K 0.06% 165
2025
Q2 		$1.15M Sell
38,108
-450
-1% -$12.7K 0.06% 167
2025
Q1 		$1.06M Sell
38,558
-445
-1% -$12.2K 0.07% 171
2024
Q4 		$1.04M Buy
39,003
+2,209
+6% +$62.4K 0.07% 172
2024
Q3 		$1.07M Buy
36,794
+3,802
+12% +$103K 0.07% 174
2024
Q2 		$877K Hold
32,992
– – 0.06% 179
2024
Q1 		$833K Sell
32,992
-4,815
-13% -$118K 0.06% 188
2023
Q4 		$937K Sell
37,807
-12,832
-25% -$309K 0.07% 176
2023
Q3 		$1.21M Buy
50,639
+630
+1% +$15.6K 0.09% 159
2023
Q2 		$1.23M Buy
50,009
+581
+1% +$14.2K 0.09% 161
2023
Q1 		$1.21M Buy
49,428
+439
+0.9% +$10.9K 0.1% 163
2022
Q4 		$1.16M Buy
+48,989
New +$1.14M 0.1% 166

Other funds holding SCHE

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
Fund Evaluation Group
Fund Evaluation Group Cincinnati, Ohio $4.22B AUM 10.75% 1-Year Est. Return
Rebalance
Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

Lowe Brockenbrough & Co's SCHE Position: Q3 2026 in Review

Lowe Brockenbrough & Co reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 14% in Q3 2026, selling an estimated $150K and leaving 25,506 shares worth $930K. The position accounts for 0.04% of the portfolio, ranked #194.

Lowe Brockenbrough & Co first reported a position in SCHE in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.24M in Q3 2025. 637 funds tracked by Wall St. Rank hold SCHE as of Q3 2026.

  • Lowe Brockenbrough & Co held 25,506 shares of Schwab Emerging Markets Equity ETF worth $930K as of Q3 2026.
  • Lowe Brockenbrough & Co sold 4,097 Schwab Emerging Markets Equity ETF shares in Q3 2026, an estimated $150K.
  • Schwab Emerging Markets Equity ETF made up 0.04% of Lowe Brockenbrough & Co's portfolio in Q3 2026, its #194 holding.
  • Lowe Brockenbrough & Co first reported a position in Schwab Emerging Markets Equity ETF in Q4 2022 and has held it in 16 quarters since.
  • Lowe Brockenbrough & Co's Schwab Emerging Markets Equity ETF position peaked at $1.24M in Q3 2025.
  • 637 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2026.

Based on Lowe Brockenbrough & Co's 13F filing for Q3 2026, filed 9 Nov 2026.