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Mountain Capital Investment Advisors’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Mountain Capital Investment Advisors’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 		$52.4M Buy
1,444,034
+12,720
+0.9% +$454K 7.46% 4
2026
Q1 		$51.1M Buy
1,431,314
+581,479
+68% +$19.9M 7.59% 4
2025
Q4 		$29.4M Buy
849,835
+87,320
+11% +$2.91M 4.75% 7
2025
Q3 		$25.6M Buy
+762,515
New +$24M 4.51% 7
2022
Q1 		– Sell
-7,652
Closed -$232K – 113
2021
Q4 		$232K Sell
7,652
-126,580
-94% -$3.87M 0.11% 114
2021
Q3 		$4.16M Sell
134,232
-94,123
-41% -$2.94M 2.2% 6
2021
Q2 		$7.17M Buy
228,355
+207,534
+997% +$6.73M 3.31% 8
2021
Q1 		$659K Buy
20,821
+14,104
+210% +$459K 0.33% 104
2020
Q4 		$213K Buy
+6,717
New +$195K 0.13% 129
2020
Q1 		– Sell
-11,797
Closed -$325K – 55
2019
Q4 		$325K Sell
11,797
-108,788
-90% -$2.87M 0.14% 33
2019
Q3 		$3.03M Sell
120,585
-98,816
-45% -$2.51M 2.68% 9
2019
Q2 		$5.42M Buy
219,401
+18,794
+9% +$487K 5.09% 6
2019
Q1 		$5.22M Buy
200,607
+7,677
+4% +$195K 5.61% 6
2018
Q4 		$4.54M Sell
192,930
-7,745
-4% -$188K 6.31% 5
2018
Q3 		$5.16M Buy
200,675
+18,644
+10% +$483K 4.99% 6
2018
Q2 		$4.71M Buy
182,031
+9,878
+6% +$272K 4.6% 7
2018
Q1 		$4.94M Buy
172,153
+4,852
+3% +$142K 5.36% 6
2017
Q4 		$4.67M Buy
167,301
+351
+0.2% +$9.68K 4.51% 7
2017
Q3 		$4.49M Buy
+166,950
New +$4.42M 3.99% 8

Other funds holding SCHE

R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RRWA
Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Mountain Capital Investment Advisors's SCHE Position: Q2 2026 in Review

Mountain Capital Investment Advisors increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 0.89% in Q2 2026, buying an estimated $454K and bringing the position to 1,444,034 shares worth $52.4M. The position accounts for 7.46% of the portfolio, ranked #4.

Mountain Capital Investment Advisors first reported a position in SCHE in Q3 2017 and has held it in 19 quarters since. 350 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

  • Mountain Capital Investment Advisors held 1,444,034 shares of Schwab Emerging Markets Equity ETF worth $52.4M as of Q2 2026.
  • Mountain Capital Investment Advisors bought 12,720 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $454K.
  • Schwab Emerging Markets Equity ETF made up 7.46% of Mountain Capital Investment Advisors's portfolio in Q2 2026, its #4 holding.
  • Mountain Capital Investment Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q3 2017 and has held it in 19 quarters since.
  • 350 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Mountain Capital Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.