Marietta Investment Partners’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Marietta Investment Partners’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	$305K	Buy	8,415 +156	+2%	+$5.57K	0.05%	148
2026 Q1	$272K	Sell	8,259 -927	-10%	-$31.6K	0.05%	143
2025 Q4	$301K	Buy	9,186 +1,054	+13%	+$35.1K	0.06%	144
2025 Q3	$271K	Sell	8,132 -1,197	-13%	-$37.7K	0.05%	154
2025 Q2	$281K	Sell	9,329 -307	-3%	-$8.69K	0.06%	143
2025 Q1	$266K	Buy	+9,636	New	+$264K	0.06%	146
2021 Q4	–	Sell	-6,860	Closed	-$209K	–	187
2021 Q3	$209K	Sell	6,860 -2,953	-30%	-$92.3K	0.05%	177
2021 Q2	$323K	Buy	9,813 +1,828	+23%	+$59.3K	0.07%	153
2021 Q1	$254K	Buy	7,985 +341	+4%	+$11.1K	0.06%	159
2020 Q4	$234K	Buy	+7,644	New	+$222K	0.06%	148

Other funds holding SCHE

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Marietta Investment Partners's SCHE Position: Q2 2026 in Review

Marietta Investment Partners increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 1.9% in Q2 2026, buying an estimated $5.57K and bringing the position to 8,415 shares worth $305K. The position accounts for 0.05% of the portfolio, ranked #148.

Marietta Investment Partners first reported a position in SCHE in Q4 2020 and has held it in 10 quarters since. The position peaked at $323K in Q2 2021. 820 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

Marietta Investment Partners held 8,415 shares of Schwab Emerging Markets Equity ETF worth $305K as of Q2 2026.
Marietta Investment Partners bought 156 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $5.57K.
Schwab Emerging Markets Equity ETF made up 0.05% of Marietta Investment Partners's portfolio in Q2 2026, its #148 holding.
Marietta Investment Partners first reported a position in Schwab Emerging Markets Equity ETF in Q4 2020 and has held it in 10 quarters since.
Marietta Investment Partners's Schwab Emerging Markets Equity ETF position peaked at $323K in Q2 2021.
820 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Marietta Investment Partners's 13F filing for Q2 2026, filed 12 Aug 2026.