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

Lyell 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 		$1.95M Buy
53,885
+13,945
+35% +$498K 0.12% 101
2026
Q1 		$1.32M Buy
39,940
+6,605
+20% +$226K 0.1% 105
2025
Q4 		$1.09M Buy
33,335
+1,550
+5% +$51.7K 0.08% 116
2025
Q3 		$1.06M Buy
31,785
+470
+2% +$14.8K 0.08% 117
2025
Q2 		$944K Buy
31,315
+2,735
+10% +$77.4K 0.07% 124
2025
Q1 		$788K Buy
28,580
+2,330
+9% +$63.8K 0.07% 128
2024
Q4 		$699K Sell
26,250
-164
-0.6% -$4.63K 0.06% 129
2024
Q3 		$771K Buy
26,414
+164
+0.6% +$4.44K 0.07% 129
2024
Q2 		$697K Buy
+26,250
New +$684K 0.07% 122

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

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

Lyell Wealth Management increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 35% in Q2 2026, buying an estimated $498K and bringing the position to 53,885 shares worth $1.95M. The position accounts for 0.12% of the portfolio, ranked #101.

Lyell Wealth Management first reported a position in SCHE in Q2 2024 and has held it in 9 quarters since. 898 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

  • Lyell Wealth Management held 53,885 shares of Schwab Emerging Markets Equity ETF worth $1.95M as of Q2 2026.
  • Lyell Wealth Management bought 13,945 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $498K.
  • Schwab Emerging Markets Equity ETF made up 0.12% of Lyell Wealth Management's portfolio in Q2 2026, its #101 holding.
  • Lyell Wealth Management first reported a position in Schwab Emerging Markets Equity ETF in Q2 2024 and has held it in 9 quarters since.
  • 898 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Lyell Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.