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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
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 $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

Lowe Brockenbrough & Co's SCHE Position: Q2 2026 in Review

Lowe Brockenbrough & Co reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 17% in Q2 2026, selling an estimated $213K and leaving 29,603 shares worth $1.07M. The position accounts for 0.05% of the portfolio, ranked #177.

Lowe Brockenbrough & Co first reported a position in SCHE in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.24M in Q3 2025. 896 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

  • Lowe Brockenbrough & Co held 29,603 shares of Schwab Emerging Markets Equity ETF worth $1.07M as of Q2 2026.
  • Lowe Brockenbrough & Co sold 5,965 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $213K.
  • Schwab Emerging Markets Equity ETF made up 0.05% of Lowe Brockenbrough & Co's portfolio in Q2 2026, its #177 holding.
  • Lowe Brockenbrough & Co first reported a position in Schwab Emerging Markets Equity ETF in Q4 2022 and has held it in 15 quarters since.
  • Lowe Brockenbrough & Co's Schwab Emerging Markets Equity ETF position peaked at $1.24M in Q3 2025.
  • 896 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Lowe Brockenbrough & Co's 13F filing for Q2 2026, filed 3 Aug 2026.